Wealth Management Remote Advice Site Leader

As the Remote Wealth Management Site Leader within US Wealth Management, you will lead multiple Advisor teams that work in a team environment to offer comprehensive investments solutions and advice to team members.

Job Responsibilities

• Thinks strategically, sets goals, communicates clearly and collaborates & influences appropriately to accomplish JP Morgan Wealth Management goals
• Establishing a new regional center by recruiting, hiring and staffing top talent partnering with internal recruiting resources and leveraging personal network.
• Responsible for managing talent strategy of the site, and ensuring growth and career development of advisors and leaders
• Play a leadership role in developing alternative investment channels that include client access to digital tools and financial consultants
• Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultant Team Leads, including performing call monitoring reviews to ensure quality interactions
• Champion diversity and inclusion across all staff.
• Be a visionary who influences the use of technology to meet the customers’ needs of today and the future
• Closely partner with Legal, Risk, Control and Compliance and be expected to manage all day-to-day administrative, supervisory and operational aspects of the site in order to achieve JP Morgan Wealth Management Investment Direct strategic objectives
• Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
• Respond to events, make tactical decisions, and execute plans (e.g. test and learn call deployment, call volume spike due to market conditions, resiliency issues, etc.)
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

Required qualifications, skills and capabilities

• An investment industry leader with10 years or more of leadership experience in wealth management or brokerage; strong business and investment acumen - knowledge of Investment Products, Individual Retirement Accounts (IRAs), managed accounts, and employee benefit programs required
• Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
• Ability to manage multiple priorities in a fast paced environment; adaptive to change
• Excellent communication skills, highly professional and experienced in creating and presenting information to large audiences at various levels of the organization
• Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, etc.)
• A valid and active Series 7
• A valid and active Series 66 license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment

• A valid and active Life and Health Insurance license is required or may be obtained within 60 days of starting in the role as a condition of employment

  Preferred Qualifications

• Bachelor’s Degree preferred or equivalent work experience required

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Originally posted on Himalayas