JPM Wealth Management-Practice Management Consultant-Boca Raton, FL

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

As a Practice Management Consultant withinJ.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. 

The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. 

 Job 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, so they can be the most effective advisors possible

• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates

• Operate as  subject matter expert on the Practice Management tools, products and capabilities 

• Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives

 Required qualifications, skills, and capabilities:

• 6+ years 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, and 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, Series 66 required

Preferred qualifications, skills, and capabilities: 

• CFP preferred