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

Overview

This role leads and manages a team of Financial Advisors/Financial Consultants providing goals-based planning and investment advice. Responsibilities include coaching advisors, supporting lead conversion and relationship retention, partnering with supervisory management, and managing day-to-day administrative, supervisory, and operational aspects to achieve strategic objectives. The position requires a risk-and-control mindset and the ability to translate financial markets and economic trends into growth strategy.

Responsibilities

• Coach, develop, and train Financial Advisors/Financial Consultants to leverage a holistic goals-based planning approach focused on delivering an exceptional client experience.
• Apply a high degree of investment services and product acumen, including experience with goals-based planning and advice.
• Coach, lead, and develop strategies to help Financial Advisors convert high quality leads into new clients and maintain those relationships.
• Attract, retain, and develop a team of remote-based Financial Consultants in a strategic hub.
• Partner closely with supervisory management and manage day-to-day administrative, supervisory, and operational aspects for the business to achieve team strategic objectives.
• Create and reinforce a culture of risk and control with appropriate understanding and urgency, with ultimate responsibility to safeguard clients and the business.
• Take initiative to identify solutions with an entrepreneurial business spirit and execute with urgency; develop and conduct training when gaps are identified in team and individual needs.
• Translate knowledge of financial markets and economic trends in support of growth strategy.
• Lead with a solution-oriented mindset to work toward best possible outcomes for all clients across multiple geographies.
• Encourage team success and team goals, including building and fostering a culture of diversity and inclusion.

Requirements

• At least 5 years of Advisor management experience or relevant industry experience, with a proven track record of developing and coaching high-performing advisor teams in both a dedicated and team-based client relationship management channel.

Qualifications / Licenses

• 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 Series 9 and Series 10 (or equivalent) 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

Preferred Qualifications

• Bachelor’s degree preferred

Compensation & Benefits

• Base salary determined based on the role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity.
• Additional benefits (based on eligibility) may include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
• Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity

• Equal Opportunity Employer/Disability/Veterans, with reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.