J.P. Morgan Wealth Management - Market Director of Wealth - North Texas Metro
About the role
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 within the community by building deep relationships and delivering an exceptional customer experience. You will lead a team of Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth. This role plays a key part in promoting a customer-obsessed culture and driving integration with partners across Branch Management, Business Banking, and Home Lending to provide comprehensive financial solutions.
Responsibilities
- Instill a passion for customers, ensuring all employees meet and exceed customer expectations and fostering a customer-obsessed culture.
- Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors, and implement talent and performance strategies to coach, develop, and promote Advisors.
- Drive integration with partners from Branch Management, Business Banking, and Home Lending to provide customers with access to solutions, strategies, and expertise in one place.
- Act as a visionary who influences the use of technology to meet current and future customer needs while setting a tone of commitment to diversity and inclusion.
- Partner closely with the Supervisory Manager to manage all day-to-day administrative, supervisory, and operational aspects of the business to achieve strategic objectives for a designated territory.
- Create a culture of risk and control that acts with appropriate urgency to safeguard customers and the business.
- Proactively identify solutions, demonstrate an entrepreneurial spirit, and execute with a sense of urgency.
Requirements
- At least 5 years of Advisor management experience with a proven track record of developing and coaching high-performing Advisor teams.
- Ability to travel 50% of the time.
- Valid and active FINRA Series 7 and 66 (or equivalent) licenses required.
- Valid and active FINRA Series 9/10 (or equivalent) license required; must be obtained or retained within 60 days of employment.
- Proven ability to recruit, source, and attract internal and external Advisor talent by building and maintaining a personal network of contacts.
- High degree of investment services and product acumen with a keen interest in financial markets.
- Strong communication skills, attention to detail, excellent follow-through, and a commitment to upholding a sound risk and controls environment.
Preferred Qualifications
- Bachelor’s Degree preferred.
Benefits
- Competitive total rewards package including base salary, commission-based pay, and/or discretionary incentive compensation (cash and/or forfeitable equity).
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support and financial coaching.
Investment and Insurance Products are NOT FDIC insured, NOT insured by any federal government agency, NOT a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates, and are SUBJECT TO INVESTMENT RISKS, including possible loss of the principal amount invested. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. Products not available in all states.