JPMorganChase · 3 weeks ago
JP Morgan Wealth Management- Practice Management Consultant - Chicago/Plano/Jersey City
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Senior Level
$109K/yr - $172K/yr
6+ years expJPMorganChase is a leading financial services firm, and they are seeking a Practice Management Consultant to support experienced financial advisors. The role involves delivering practice management concepts, providing coaching, and driving business development strategies to enhance client experience and advisor growth.
Asset ManagementBankingFinancial Services
Responsibilities
Deliver foundational practice management concepts and tools to financial advisors and field leadership via one-on-one, small group and large workshop settings
Provide ongoing coaching and training to advisors to help them deliver an exceptional client experience and be in a position for continued, long-term growth
Serve as a subject matter expert in leadership, business management, business development, financial planning, investments, relationship management and service skills
Drive firm strategies and business development campaigns in the field
Partner with home office and other field specialists as appropriate to assist advisors with significant client opportunities or situations
Create strategic partnerships with divisional, regional and market leadership to identify focus areas of opportunity and drive the adoption of initiatives to achieve business goals
Deliver effective communications to the field and various partners to drive awareness of new practice management initiatives and system updates
Build training content including instructor-led training (ILT) decks, quick tips and recorded videos
This role expects up to 25% travel, often requiring overnight stays
Qualification
Required
6+ years of experience in business development and sales experience in the wealth management industry
Proficiency in goals-based financial planning tools and delivery, Salesforce CRM, LinkedIn, business development, marketing, book segmentation, client engagement strategies, client-reporting tools and advisor teaming relationships
Ability to effectively coach and educate advisors at varying levels of knowledge and experience
Proven leadership experience and ability to take ownership effectively partnering with others
Foundational investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging
Exceptional presentation and written skills with strong executive communications experience
Series 7, Series 66 required
Preferred
CFP, WMCP, or other financial planning designations preferred
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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