Warning: This job listing is no longer active. The information below may no longer be relevant.

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

JPMorgan Chase & Co.
Dallas County, Texas
Full time
June 9, 2025

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:

Associate Wealth Advisor

Mariner Wealth Advisors
Pittsburgh, Pennsylvania
$63,000 - $108,000
  • Work with your wealth advisor team to provide comprehensive...
  • Effectively work with your team and available resources in...
1 week ago

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

JPMorganChase
Dallas County, Texas
  • Deliver key practice management concepts and tools to...
  • Serve as a mentor and resource to advisors, providing...
3 days ago

Vice President, Design and Construction

VANTAGE GROUP
New York, New York
Lead design, procurement and construction planning and implementation consistent with strategic plans for major airport and other...
1 week ago

J.P. Morgan Wealth Management - Private Client Advisor - Selma, NC

JPMorganChase
Johnston County, North Carolina
  • Champion and support your teammates’ success and the goals...
  • Build a book of business and deliver personalized investment...
1 week ago

Vice President, OPS Client Service I

BNY
Los Angeles County, California
$81,000 - $147,000
  • Responsible for administering a portfolio of complex...
  • Leads and participates in internal activities and...
1 week ago

Vice President, Private Equity Accounting

BNY
New York, New York
$68,000 - $150,000
  • Prepares and reviews accounting statements for complex funds...
  • Reviews work of junior team members and works with auditors...
1 week ago

Vice President of Accounting and Finance

Milsoft Utility Solutions, inc.
Abilene, Texas
$102,384 - $148,262
  • Directs the preparation of all financial statements,...
  • Compares actual revenues and expenses to budgeted and...
5 days ago

Wealth Management Para-Planner

Foster Financial
Fort Wayne, Indiana
  • Assist in the develop and implement comprehensive financial...
  • Assist anf conduct thorough financial analysis to assess...
1 week ago

Vice President Cloud Hosting Services / Remote U.S.

Altera Digital Health
Nashville, Tennessee
$150,000 - $175,000
At the intersection of technology and the human experience, Altera Digital Health is driving a new era of healthcare, in which...
1 week ago

Director of Project Management

Mid-Minnesota Federal Credit Union
Crow Wing County, Minnesota
$48 - $72
The Director of Project Management is responsible for leading the Project Management Office (PMO), defining the organizations...
1 week ago