JPM Wealth Management-Practice Management Consultant-Vice President-Phoenix

About the role

As a Practice Management Consultant within J.P. Morgan Wealth Management, you will support the development of Financial Advisors by delivering Practice Management concepts and tools. The role focuses on providing advisors and field leadership with a strong foundation in key Practice Management Behaviors, including Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management, and Service.

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 to enhance their effectiveness.
• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates.
• Operate as a subject matter expert on Practice Management tools, products, and capabilities.
• Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives.

Requirements

• 6+ years of 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, with 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 and Series 66 licenses required.

Preferred Qualifications

• CFP (Certified Financial Planner) certification preferred.

About Us

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 by delivering solutions to solve all their financial needs.

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and offer the most-used digital solutions, ranking first in customer satisfaction.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, awarded in 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.