JPMorganChase · 23 hours ago
J.P. Morgan Wealth Management - Practice Management Consultant Division Lead
Chicago, IL
Full-time
Onsite
Senior Level
$133K/yr - $225K/yr
7+ years expJPMorganChase is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. The Practice Management Consultant will support Financial Advisors by delivering Practice Management concepts and tools, mentoring them, and helping to enhance their business practices through strategic partnerships and effective communication.
Asset ManagementBankingFinancial Services
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
Lead advisors in a Goals-Based Approach to Investing
Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc
Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship system
Build out useful advisor content and drive adoption of goals-based advice initiatives
Deliver both one on one and workshop based presentations and training
Qualification
Required
7+ years broad business and sales experience in the wealth management industry
Proven leadership experience and ability to effectively partner with others
Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
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
Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
Series 7, Series 66 required
Preferred
CFP preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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