Jobs · Finance · Washington

J.P. Morgan Wealth Management - Market Director of Wealth - Bellevue, WA

JPMorganChase · Bellevue, WA · 2 wk ago
On-siteFinance$400/hrFull-time

About the role

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture.

Job Responsibilities

  • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
  • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
  • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial needs
  • Set the tone of commitment to diversity and inclusion
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
  • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

Required Qualifications, Capabilities, And Skills

  • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
  • Ability to travel 50% of the time
  • A valid and active FINRA Series 7, 66 (or equivalent) is required
  • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
  • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets
  • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment

Preferred Qualifications, Capabilities, And Skills

  • Bachelor's Degree preferred

About Us

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.

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