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JPM Wealth Management - Practice Management Consultant - Atlanta

JPMorganChase

Job Description As a Practice Management Consultant within J.P. Morgan Wealth Management, you will support the development of Financial Advisors with the delivery of Practice Management concepts and tools. 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. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Participants may receive commission‑based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs, such as 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 our diverse talents are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, and we provide reasonable accommodations for religious practices, mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr JPMorganChase

Vacancy posted 3 days ago
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