JPMorgan Wealth Management - Practice Management Consultant - Penn Atlantic
On-site · Cherry Hill, New Jersey, United States
Job Summary
Practice Management Consultant supports financial advisors and field leadership by delivering practice management concepts and tools. Provides coaching and training to advisors to help them become more effective, communicates updates across the field to support new advisor initiatives, serves as a subject matter expert on Practice Management tools, products and capabilities, and develops advisor content to drive adoption of goals-based advice initiatives. Requires 6+ years in wealth management, strong leadership and collaboration, investment knowledge, and Series 7/66 licenses (CFP preferred).
Required Qualifications
- 6+ years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- 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
- Series 7, Series 66 required
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