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
Job description provided by JPMorgan Chase.
View the original posting
