JPMorganChase
J.P. Morgan Wealth Management - Vice President Practice Management Consultant
JPMorganChase, Irvine, California, United States, 92620
Join to apply for the
J.P. Morgan Wealth Management - Vice President Practice Management Consultant
role at
JPMorganChase 21 hours ago Be among the first 25 applicants Join to apply for the
J.P. Morgan Wealth Management - Vice President Practice Management Consultant
role at
JPMorganChase Get AI-powered advice on this job and more exclusive features. Job Description
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
As a Practice Management Consultant within the J.P. Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results. Job Description
As a Practice Management Consultant within the J.P. Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will help advisors engage with their clients with a strong foundation in Practice Management
Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job 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
Required Qualifications, Skills, And Capabilities
5+ 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 Qualifications, Skills, And Capabilities
CFP preferred
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.Seniority level
Seniority levelNot Applicable Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at JPMorganChase by 2x Sign in to set job alerts for “Vice President of Wealth Management” roles. Irvine, CA $112,240.00-$168,360.00 1 day ago Newport Beach, CA $165,000.00-$200,000.00 3 days ago Clinical Staff Educator - Procedure Center and Cath Lab (Full Time, Days) Orange, CA $121,347.00-$200,283.00 2 weeks ago Director Business Consulting, Retirement & Private Wealth Newport Beach, CA $100,000.00-$160,000.00 1 month ago Irvine, CA $138,300.00-$245,700.00 1 day ago Social Worker-BA Hrly - Mental Health 109 (on - call ) Orange, CA $72,096.00-$115,353.00 2 days ago Business Immigration Analyst (Paralegal) Irvine, CA $65,000.00-$75,000.00 1 week ago Buena Park, CA $90,000.00-$95,000.00 1 week ago Newport Beach, CA $120,000.00-$125,000.00 1 month ago Costa Mesa, CA $88,600.00-$163,100.00 1 day ago Reverse Logistics Business Analyst WMS- Chinese Bilingual Buena Park, CA $85,000.00-$90,000.00 1 week ago Irvine, CA $100,000.00-$160,000.00 6 days ago Microsoft Dynamics 365 Functional Implementation LeadBusiness Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience RequiredBusiness Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
J.P. Morgan Wealth Management - Vice President Practice Management Consultant
role at
JPMorganChase 21 hours ago Be among the first 25 applicants Join to apply for the
J.P. Morgan Wealth Management - Vice President Practice Management Consultant
role at
JPMorganChase Get AI-powered advice on this job and more exclusive features. Job Description
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
As a Practice Management Consultant within the J.P. Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results. Job Description
As a Practice Management Consultant within the J.P. Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will help advisors engage with their clients with a strong foundation in Practice Management
Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job 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
Required Qualifications, Skills, And Capabilities
5+ 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 Qualifications, Skills, And Capabilities
CFP preferred
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.Seniority level
Seniority levelNot Applicable Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at JPMorganChase by 2x Sign in to set job alerts for “Vice President of Wealth Management” roles. Irvine, CA $112,240.00-$168,360.00 1 day ago Newport Beach, CA $165,000.00-$200,000.00 3 days ago Clinical Staff Educator - Procedure Center and Cath Lab (Full Time, Days) Orange, CA $121,347.00-$200,283.00 2 weeks ago Director Business Consulting, Retirement & Private Wealth Newport Beach, CA $100,000.00-$160,000.00 1 month ago Irvine, CA $138,300.00-$245,700.00 1 day ago Social Worker-BA Hrly - Mental Health 109 (on - call ) Orange, CA $72,096.00-$115,353.00 2 days ago Business Immigration Analyst (Paralegal) Irvine, CA $65,000.00-$75,000.00 1 week ago Buena Park, CA $90,000.00-$95,000.00 1 week ago Newport Beach, CA $120,000.00-$125,000.00 1 month ago Costa Mesa, CA $88,600.00-$163,100.00 1 day ago Reverse Logistics Business Analyst WMS- Chinese Bilingual Buena Park, CA $85,000.00-$90,000.00 1 week ago Irvine, CA $100,000.00-$160,000.00 6 days ago Microsoft Dynamics 365 Functional Implementation LeadBusiness Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience RequiredBusiness Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr