JPMorganChase
J.P. Morgan Wealth Management – Market Director of Wealth - New England
JPMorganChase, Boston, Massachusetts, us, 02298
J.P. Morgan Wealth Management – Market Director of Wealth - New England
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J.P. Morgan Wealth Management – Market Director of Wealth - New England
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JPMorganChase Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. You will lead a team of Financial Advisors servicing a wide range of clients, from those just starting to save to those with significant wealth. Job Responsibilities
Have a passion for our customers, resulting in all employees meeting and exceeding customer expectations and creating a customer-obsessed culture. Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors, and ensure talent and performance strategies are in place to coach, develop, and promote Advisors. Drive integration with partners from Branch Management, Business Banking, and Home Lending to provide comprehensive solutions for clients. Be a visionary influencing the use of technology to meet current and future customer needs; promote diversity and inclusion. Partner with the Supervisory Manager to manage daily administrative, supervisory, and operational aspects to achieve strategic objectives in the designated territory. Create a risk-aware culture that safeguards our customers and business with appropriate understanding and urgency. Proactively identify solutions, demonstrate entrepreneurial spirit, and execute with urgency. Required Qualifications, Capabilities, And Skills
At least 5 years of Advisor management experience with a proven track record of developing high-performing teams. Ability to travel 50% of the time. Valid and active FINRA Series 7, 66 (or equivalent). Valid and active FINRA Series 9/10 (or equivalent), to be obtained or retained within 60 days of employment. Proven ability to recruit and attract Advisor talent through personal networks. High investment services and product knowledge, with keen interest in financial markets. Strong communication, attention to detail, follow-through, and commitment to risk and control standards. Preferred Qualifications
Bachelor’s Degree preferred. Investment and Insurance Products
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR GUARANTEED BY JPMORGAN CHASE BANK, N.A. OR AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF PRINCIPAL Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Insurance products are available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. Our company is committed to diversity and equal opportunity employment.
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Join to apply for the
J.P. Morgan Wealth Management – Market Director of Wealth - New England
role at
JPMorganChase Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. You will lead a team of Financial Advisors servicing a wide range of clients, from those just starting to save to those with significant wealth. Job Responsibilities
Have a passion for our customers, resulting in all employees meeting and exceeding customer expectations and creating a customer-obsessed culture. Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors, and ensure talent and performance strategies are in place to coach, develop, and promote Advisors. Drive integration with partners from Branch Management, Business Banking, and Home Lending to provide comprehensive solutions for clients. Be a visionary influencing the use of technology to meet current and future customer needs; promote diversity and inclusion. Partner with the Supervisory Manager to manage daily administrative, supervisory, and operational aspects to achieve strategic objectives in the designated territory. Create a risk-aware culture that safeguards our customers and business with appropriate understanding and urgency. Proactively identify solutions, demonstrate entrepreneurial spirit, and execute with urgency. Required Qualifications, Capabilities, And Skills
At least 5 years of Advisor management experience with a proven track record of developing high-performing teams. Ability to travel 50% of the time. Valid and active FINRA Series 7, 66 (or equivalent). Valid and active FINRA Series 9/10 (or equivalent), to be obtained or retained within 60 days of employment. Proven ability to recruit and attract Advisor talent through personal networks. High investment services and product knowledge, with keen interest in financial markets. Strong communication, attention to detail, follow-through, and commitment to risk and control standards. Preferred Qualifications
Bachelor’s Degree preferred. Investment and Insurance Products
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR GUARANTEED BY JPMORGAN CHASE BANK, N.A. OR AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF PRINCIPAL Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Insurance products are available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. Our company is committed to diversity and equal opportunity employment.
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