JP Morgan Chase

Runs a consumer bank and an investment bank

Market Director of Wealth

Wealth Management & Financial AdvisoryPosted on Nov 10

Full-timeFort Worth, TX, USANo salary listed

About the Job

Requirements

At least 5 years of Advisor management experience and a proven track record of developing and coaching high-performing Advisor teams.
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.
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 acumen, with a keen interest in financial markets.
Strong communication skills, attention to detail, excellent follow-through, and commitment to maintaining a sound risk and controls environment.

Responsibilities

Create a culture of excellence and an environment that maintains high customer-service standards within the community by building deep relationships and delivering an exceptional customer experience.
Promote a customer-obsessed culture that makes it easy for customers to bank and invest where and how they want.
Lead a team of Financial Advisors serving clients with a range of wealth and savings needs.
Ensure employees meet and exceed customer expectations and create a customer-obsessed culture.
Identify opportunities to attract and recruit Advisors, improve existing Advisors’ performance, and establish 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 to achieve strategic objectives.
Create a culture of risk and control, with appropriate understanding and urgency, and safeguard customers and the business.
Take initiative to identify solutions and execute with urgency.

Desired Qualifications

A bachelor's degree.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

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 customers’ 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

Preferred qualifications, capabilities, and skills

Bachelor’s Degree preferred

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.

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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