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JP Morgan Chase

Runs a consumer bank and an investment bank

Market Director of Wealth

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA$205k - $300k

About the Job

Requirements

  • At least 5 years of Advisor management experience and a proven track record of developing and coaching a high-performing Advisor team.
  • Ability to travel 50% of the time.
  • A valid and active FINRA Series 7 and Series 66 license, or equivalent, is required.
  • A valid and active FINRA Series 9/10 license, or equivalent, is required and must be obtained or retained within 60 days of employment.
  • Proven ability to recruit, source, and attract internal and external Advisor talent by building and maintaining a personal network of contacts.
  • Strong investment services and product knowledge and a keen interest in financial markets.
  • Strong communication, attention to detail, follow-through, and commitment to maintaining a sound risk and controls environment.

Responsibilities

  • Build deep community relationships and deliver an exceptional customer experience while creating a culture of excellence and high customer-service standards.
  • Promote a customer-obsessed culture and lead a team of Financial Advisors serving clients across a range of wealth levels.
  • Ensure employees meet and exceed customer expectations.
  • Identify opportunities to attract and recruit Advisors, improve existing Advisors’ performance, and implement talent and performance strategies to coach, develop, and promote Advisors.
  • Integrate with Branch Management, Business Banking, and Home Lending partners to provide customers access to financial solutions, strategies, and expertise.
  • Influence the use of technology to meet customers’ current and future needs and set a tone of commitment to diversity and inclusion.
  • Partner with the Supervisory Manager and manage day-to-day administrative, supervisory, and operational aspects of the business for a designated territory.
  • Create a culture of risk and control, ensuring appropriate understanding and urgency and safeguarding customers and the business.
  • Take initiative to identify solutions and execute with urgency.

Desired Qualifications

  • A bachelor's degree.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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