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Chase · 1 month ago

JPMorgan Wealth Management - Practice Management Consultant - New England/N.NY

425 Washington St, Boston, MA, 02108, US

Full-time

Onsite

Senior Level

$109K/yr - $184K/yr

6+ years exp

Chase is a prominent financial services firm, and they are seeking a Practice Management Consultant within their J.P. Morgan Wealth Management division. This role involves supporting the development of Financial Advisors by delivering Practice Management concepts and tools, mentoring advisors, and ensuring effective communication within the division.

BankingFinancial Services

Responsibilities

Deliver key practice management concepts and tools to financial advisors and field leadership

Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible

Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates

Operate as subject matter expert on the Practice Management tools, products and capabilities

Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives

Qualification

Wealth management experienceInvestment knowledgeLeadership experiencePractice management coachingGoals-based investingExecutive communicationsFinancial planningSeries 7Series 66CFP

Required

6+ years broad business and sales experience in the wealth management industry

Proven leadership experience and ability to effectively partner with others

Foundational knowledge in a goals-based approach to investing

Deep investment and product knowledge, and the ability to articulate complex investment ideas

Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning

Exceptional written skills and strong executive communications experience

Series 7, Series 66 required