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Chase · 1 month ago

J.P. Morgan Wealth Management - National Branch Personal Advisors Team Leader - Irvine, CA

3 Park Plz, Irvine, CA, 92614, US

Full-time

Onsite

Mid, Senior Level

$95K/yr - $150K/yr

5+ years exp

Chase is seeking a Team Leader for their National Branch Personal Advisors Team in Irvine, CA. The role involves leading a team of Personal Advisors to provide comprehensive financial planning and advice to clients, ensuring an exceptional client experience and fostering a culture of excellence within the team.

BankingFinancial 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

Series 7Series 66Series 9/10Securities Industry Essential (SIE)Insurance LicensesAdvisor management experienceBachelor’s degree

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