JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX

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 in both a dedicated and team-based client relationship management channel

• Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience

• High degree of investment services and product acumen with experience in goals-based planning and advice

• Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships

• Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion

• Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub

• 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

• Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

• Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Required qualifications, capabilities and skills

• A valid and active Series 9 and Series 10

• A valid and active Series 7

• A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment

• A valid and active Securities Industry Essential (SIE)

• 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

Responsibilities

• 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 in both a dedicated and team-based client relationship management channel

• Coach, develop and train Financial Consultants to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience

• High degree of investment services and product acumen with experience in goals-based planning and advice

• Coach, Lead and develop strategies to help Financial Consultants convert high quality leads into new clients and helping to maintain those relationships

• Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion

• Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub

• 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

• Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

• Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Qualifications

• A valid and active Securities Industry Essential (SIE)

• A valid and active Series 7

• A valid and active Series 66 (63/65)

• A valid and active 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment

• 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

• Bachelor’s degree preferred