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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-timeIrvine, CA, USA$190k - $275k

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.
  • A valid and active FINRA Series 9/10 license, or equivalent, 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.
  • High degree of investment services and product acumen and a keen interest in the financial markets.
  • Strong communication skills, attention to detail, excellent follow-through, and commitment to maintaining a sound risk and controls environment.

Responsibilities

  • Build deep relationships in the community and deliver an exceptional customer experience while promoting a customer-obsessed culture.
  • Ensure employees meet and exceed customer expectations and create a customer-obsessed culture.
  • Identify opportunities to attract and recruit Advisors, improve the performance of existing Advisors, and ensure talent and performance strategies are in place to coach, develop, and promote Advisors.
  • Integrate with Branch Management, Business Banking, and Home Lending partners to provide customers with access to solutions, strategies, and expertise to meet their financial needs.
  • Influence the use of technology to meet customers’ current and future needs and set the tone for commitment to diversity and inclusion.
  • Partner with the Supervisory Manager and manage the day-to-day administrative, supervisory, and operational aspects of the business to achieve strategic objectives for a designated territory.
  • Create a culture of risk and control that acts with appropriate understanding and urgency, with ultimate responsibility for safeguarding customers and the business.
  • Take initiative to identify solutions and execute with a sense of urgency.

Desired Qualifications

  • 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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