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

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

•         Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience

•         High degree of investment services and product acumen with experience in goals-based planning and advice

•         Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships

•         Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion

•         Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub

•         Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team

•         Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business

•         Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

•        Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

•         Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Required qualifications, capabilities and skills

•        A valid and active Series 9 and Series 10

•        A valid and active Series 7

•        A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment

•        A valid and active Securities Industry Essential (SIE)

•         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

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

•             Coach,
develop and train Financial Consultants to leverage a holistic goals-based
planning approach to help clients achieve their financial planning goals, while
focused on delivering an exceptional client
experience

•             High
degree of investment services and product acumen with experience in goals-based
planning and advice

•             Coach,
Lead and develop strategies to help Financial Consultants convert high quality
leads into new clients and helping to maintain those relationships

•             Champion
and encourage your team’s success and the goals of the firm, while building and
fostering a culture of diversity and inclusion

•             Proven
ability to attract, retain and develop a team of remote based Financial Consultants
in a strategic hub

•             Closely
partner with the Supervisory Management and be expected to manage all
day-to-day administrative, supervisory and operational aspects for the business
in order to achieve our strategic objectives
for the team

•             Create a
culture of risk and control that acts with appropriate understanding and
urgency; with ultimate responsibility to safeguard our clients and our business

•             Be
proactive; take initiative to identify solutions, have an entrepreneurial
business spirit and execute with a sense of urgency. Develop and conduct
training when gaps in team and individual needs are
identified

•             Ability
to translate knowledge of financial markets and economic trends in the
execution of growth strategy

•             Ability
to lead team in a “solution-oriented” mindset to work towards best possible
outcomes for all clients across multiple geographies

•             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 9/10 (or equivalent) is 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

•             Bachelor’s
degree preferred