JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX

 At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams in both a dedicated and team-based client relationship management channel

•         Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience

•         High degree of investment services and product acumen with experience in goals-based planning and advice

•         Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships

•         Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion

•         Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub

•         Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team

•         Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business

•         Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

•        Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

•         Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Required qualifications, capabilities and skills

•        A valid and active Series 9 and Series 10

•        A valid and active Series 7

•        A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment

•        A valid and active Securities Industry Essential (SIE)

•         Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

•             At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams in both a dedicated and team-based client relationship management channel

•             Coach, develop and train Financial Consultants to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience

•             High degree of investment services and product acumen with experience in goals-based planning and advice

•             Coach, Lead and develop strategies to help Financial Consultants convert high quality leads into new clients and helping to maintain those relationships

•             Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion

•             Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub

•             Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team

•             Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business

•             Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

•             Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

•             Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Qualifications

•             A valid and active Securities Industry Essential (SIE)

•             A valid and active Series 7

•             A valid and active Series 66 (63/65)

•             A valid and active 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment

•             Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment

•             Bachelor’s degree preferred

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans