J.P. Morgan Wealth Management - Vice President - Practice Management Consultant

JPMorgan Chase & Co.
Dallas County, Texas
Full time
3 weeks ago

This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings, identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice, developing teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership, helping them to upskill and coach advisors on these practice management behaviors.

 

As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP Morgan financial advisors with the delivery of practice management concepts and tools. You will support the growth of financial advisors by providing them with practice management concepts and tools. The Practice Management Consultant will guide advisors to enhance their businesses and deliver exceptional client experiences. You will guide advisors to strengthen their businesses by helping them deliver an exceptional client experience and be in a position for continued, long-term growth. You will help advisors develop a strong practice management foundation focusing on skills across leadership, business management, business development, financial planning, investments, relationship management and service.

 

Job Responsibilities:

 

Required qualifications, skills, and capabilities:

 

Preferred qualifications, skills, and capabilities: 

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

Apply
Other Job Recommendations:

J.P. Morgan Wealth Management - Practice Management Consultant - Vice President

JPMorgan Chase & Co.
Austin County, Texas
  • Deliver key practice management concepts and tools to...
  • Serve as a mentor and resource to advisors, providing...
3 weeks ago

J.P. Morgan Wealth Management – Market Director of Wealth - Brooklyn, NY

JPMorganChase
New York, New York
$162,000 - $260,000
  • Have a passion for our customers which results in all of our...
  • Drive integration with partners from Branch Management,...
2 weeks ago

Litigation Paralegal

Morgan & Morgan
Tampa, Florida
$53,119 - $73,562
  • E-file all court documents in state and federal court
  • Communications with clients, court, counsel, and others...
3 weeks ago

Case Manager

Morgan & Morgan
Philadelphia County, Pennsylvania
$54,825 - $80,180
  • Order medical records from providers and communicate with...
  • Interact with insurance carriers and healthcare providers to...
3 weeks ago

Case Intake Specialist - CSR

Morgan & Morgan
Las Vegas, Nevada
From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a...
3 weeks ago