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Form of workJob Description
The Wealth Management Specialist is responsible for supporting the development of Financial advisors with the delivery of Practice Management concepts and tools. The WMS supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Strategy, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips on how to execute an effective client contact strategy and how to use client relationship tools. This WMS helps leaders and advisors understand implications of capital market activities and firm thought leadership to support client relationships. Finally, this individual should be focused on a Goals-Based approach to investing, helping both advisors and leaders with financial planning.
The Wealth Management Specialist will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. The WMS will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help region and divisions achieve strong business results.
Core Responsibilities:
Qualifications:
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
The Wealth Management Specialist is responsible for supporting the development of Financial advisors with the delivery of Practice Management concepts and tools. The WMS supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Strategy, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips on how to execute an effective client contact strategy and how to use client relationship tools. This WMS helps leaders and advisors understand implications of capital market activities and firm thought leadership to support client relationships. Finally, this individual should be focused on a Goals-Based approach to investing, helping both advisors and leaders with financial planning.
The Wealth Management Specialist will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. The WMS will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help region and divisions achieve strong business results.
Core Responsibilities:
- Deliver key practice management concepts and tools to financial advisors and field leadership
- Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
- Lead advisors in a Goals-Based Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Strategize effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Become a subject matter expert on the Practice Management tools, products and capabilities - specifically MoneyGuide Pro (GBA) and Wealthplan (WP)
- Build out useful advisor content and drive adoption of goals-based advice initiatives
Qualifications:
- 5+ years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- Foundational knowledge in a goals-based approach to investing
- Deep investment and product knowledge, and the ability to articulate complex investment ideas
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Exceptional written skills and strong executive communications experience
- Strong presentation skills and ability to coach advisors to present effectively - namely related to the financial plan and investment solutions
- Series 7, Series 66 required
- CFP preferred
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
