JPMorgan Wealth Management - Practice Management Consultant -Executive Director JPMA jobs in United States
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JPMorganChase · 4 hours ago

JPMorgan Wealth Management - Practice Management Consultant -Executive Director JPMA

positionPlano, TX
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date6+ years exp

JPMorganChase is a leading financial services firm, helping nearly half of America’s households achieve their financial goals. The Practice Management Consultant will support the development of Financial Advisors by delivering key practice management concepts and serving as a mentor to enhance their effectiveness.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Wealth management experienceInvestment knowledgePractice management coachingGoals-based investingFinancial planningLeadership experienceExecutive communicationsSeries 7 certificationSeries 66 certificationCFP certificationExceptional written skills

Required

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

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

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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.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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