JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Market Director of Wealth - San Gabriel Market, CA

JP Morgan Chase & Co. • $150K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 5 years in Advisor management with a proven track record in developing high-performing teams.
  • Must possess active FINRA Series 7 and Series 66 (or equivalent) licenses.
  • Series 9/10 (or equivalent) required within 60 days of employment.
  • Demonstrated ability to attract and recruit Advisor talent through a solid personal network.
  • In-depth knowledge of investment services and a strong interest in financial markets.
  • Excellent communication and detail-oriented with a commitment to risk control.
  • Willingness to travel up to 50% of the time.

Responsibilities

  • Foster a customer-focused culture where employee performance exceeds expectations.
  • Identify and implement strategies for recruiting, coaching, and developing Advisors.
  • Collaborate with various partners to offer comprehensive financial solutions to clients.
  • Drive the vision for utilizing technology to meet evolving customer needs while promoting diversity and inclusion.
  • Manage day-to-day operations to align with strategic objectives in the territory.
  • Ensure a robust risk and control culture to protect customer and business interests.
  • Proactively identify business solutions and execute initiatives with urgency.

Benefits

  • Comprehensive training and support for professional growth.
  • Opportunities for career advancement within the organization.
  • Inclusive workplace that prioritizes diversity.
  • Access to advanced technology and resources to enhance service delivery.
  • A supportive community-oriented environment fostering strong client relationships.
Full Job Description
JOB DESCRIPTION
As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.

Job responsibilities
  • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
  • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
  • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
  • Be a visionary who influences the use of technology to meet the customers27 needs of today and the future; Set the tone of commitment to diversity and inclusion
  • Closely partner with the Supervisory Manager 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 a designated territory
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
  • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

Required qualifications, capabilities, and skills
  • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
  • Ability to travel 50% of the time
  • A valid and active FINRA Series 7, 66 (or equivalent) is required
  • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
  • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets
  • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
  • 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 JPMorganChase27s review of criminal conviction history, including pretrial diversions or program entries.

Preferred qualifications, capabilities, and skills
  • Bachelor27s Degree preferred

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
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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