JPMorganChase · 2 hours ago
J.P. Morgan Wealth Management - National Branch Personal Advisors Team Leader - Irvine, CA
Irvine, CA
Full-time
Hybrid
Senior Level
5+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. The Personal Advisor Team Lead will lead a team of Personal Advisors, ensuring exceptional client experiences and fostering a culture of excellence and diversity within the team.
Asset ManagementBankingFinancial Services
Responsibilities
Attract, retain and develop a team of Personal Advisors in a strategic hub
Ensure talent and performance strategies are in place to coach, develop and promote Personal Advisors, including performing call monitoring reviews to ensure quality interactions
Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
Establish approach to ensure operational excellence and control-focus of employees
Qualification
Required
A valid and active Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
A valid and active Securities Industry Essential (SIE)
A valid and active Series 7
A valid and active Series 66 (63/65)
Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment
Preferred
Bachelor's degree preferred
Current and Active Series 9/10
At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams
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
Company data provided by crunchbase