J.P. Morgan - Vice President - Practice Management Consultant
On-site · Tulsa, Oklahoma, United States
Job Summary
The Practice Management Consultant supports the development of Financial Advisors by delivering Practice Management concepts and tools, coaching and training Advisors to strengthen their business, and guiding adoption of goals-based investing and related initiatives. This role collaborates with regional leaders and subject-matter experts to address advisor needs across products and planning capabilities, delivers both one-on-one and workshop trainings, and serves as a subject matter expert on Practice Management tools (e.g., Wealth Plan) and client relationship systems, while creating advisor-focused content and driving adoption of initiatives and updates.
Required Qualifications
- 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
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