JP Morgan Chase & Co.

J.P. Morgan Wealth Management-Financial Advisor Team Lead - Chicago, IL

JP Morgan Chase & Co. • $90K — $120K *
Chicago, IL 60603In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Series 9/10 (or equivalent) required or must obtain within 60 days.
  • Securities Industry Essential (SIE) must be active.
  • Series 7 license required.
  • Series 66 (63/65) must be active.
  • Life, Health and Variable insurance licenses required or must obtain within 60 days.

Responsibilities

  • Attract, retain, and develop a team of Personal Advisors.
  • Implement performance strategies to coach and develop Personal Advisors.
  • Drive integration with One Chase partners for comprehensive client solutions.
  • Manage day-to-day administrative and operational aspects of the team.
  • Create a culture of risk and control to safeguard client interests.
  • Translate financial market knowledge into actionable growth strategies.
  • Ensure operational excellence among team members.

Benefits

  • Supportive work environment with emphasis on diversity and inclusion.
  • Opportunity for career advancement through coaching and development.
  • Collaboration with multiple financial service branches to enhance client offerings.
Full Job Description
JOB DESCRIPTION

As a Personal Advisor Team Lead in National Branch, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.. They are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals.

As a successful Team Lead you will create a culture of excellence in an environment that meets the high expectations of our clients.  You will have a passion for coaching Personal Advisors to develop deep client relationships, drive a high-performing collaborative team and deliver an exceptional employee and client experience. Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion

Job responsibilities:

  • Attract, retain and develop a team of Personal Advisors in a strategic hub
  • Ensure talent and performance strategies are in place to coach, develop and promote Personal Advisors, including performing call monitoring reviews to ensure quality interactions
  • Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
  • 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
  • Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
  • Establish approach to ensure operational excellence and control-focus of employees

 

Required qualifications, capabilities, and skills:

  • A valid and active 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 Securities Industry Essential (SIE) 
  • A valid and active Series 7 
  • A valid and active Series 66 (63/65) 
  • 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 

Preferred qualifications, capabilities, and skills:

  • Bachelor’s degree preferred
  • Current and Active Series 9/10 
  • 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

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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