J.P. Morgan Wealth Management - Market Director of Wealth - Milwaukee, WI
On-site · Milwaukee, Wisconsin, United States
Job Summary
Market Director of Wealth Management in Milwaukee leads a team of Financial Advisors, recruits and coaches high performers, and partners with Branch Management and Home Lending to deliver integrated solutions. Drives a customer-obsessed culture by leveraging technology and thought leadership to meet clients’ financial needs, while safeguarding risk controls and the firm’s standards. Responsible for talent development, day-to-day supervisory/operational excellence within a designated territory, and building deep client relationships to provide investment solutions across the wealth spectrum.
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
- High degree of investment services and product acumen
- Strong communication skills, attention to detail, follow-through, and commitment to risk and controls
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