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JPMorgan Chase4 months ago

J.P. Morgan Wealth Management – Market Director of Wealth - Hudson Metro

On-site · White Plains, New York, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Lead a team of Financial Advisors within J.P. Morgan Wealth Management to deliver exceptional client service and investment solutions. Drive recruitment, development, and performance of Advisors; coordinate with Branch Management, Business Banking, and Home Lending to provide integrated client solutions; leverage technology to enhance client outcomes; maintain a customer-obsessed culture with strong emphasis on diversity and controls; manage day-to-day supervisory and operational activities for the designated territory; travel to meet clients and prospects (approximately 50%).

Required Qualifications

  • At least 5 years of Advisor management experience
  • Ability to travel 50% of the time
  • A valid and active FINRA Series 7, 66 (or equivalent) is required
  • A valid and active FINRA Series 9/10 (or equivalent) is required or must be obtained/retained within 60 days of employment
  • Proven ability to recruit, source and attract internal and external Advisor talent
  • Strong investment services and product acumen; keen interest in financial markets
  • Strong communication skills and attention to detail, with a focus on risk and controls
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JPMorgan Chase

J.P. Morgan Wealth Management – Market Director of Wealth - Hudson Metro

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