JPMorgan Wealth Management - Team Lead Financial Consultant - Westerville, OH at JPMorgan Chase Bank, N.A. in Westerville, Ohio

Posted in General Business 11 days ago.

Type: Full-Time

Job Description:

In National Branch, as a Team Lead, you will lead a team of Financial Consultants who work in a team
environment and a dedicated relationship structure to offer a holistic goals-based planning approach
to help clients achieve all of their financial planning goals through remote channels. Your keen focus,
motivational skills and leadership qualities are prime attributes as you provide the appropriate
financial planning strategies to monitor, maintain and deepen client relationships.
A successful Team Lead creates a culture of excellence in an environment that meets the high
expectations of our clients. You will have a passion for coaching Financial Consultants to develop deep
and holistic planning focused client relationships, drive a high-performing collaborative team and deliver
an exceptional employee and client experience.
What you will possess:
. At least 5 years of Advisor management experience or relevant industry experience required,
coupled with a proven track record of developing and coaching high performing Advisor teams
in both a dedicated and a team based client relationship management channel
Coach, develop and train Financial Consultants to leverage a holistic goals-based planning
approach to help clients achieve their financial planning goals, while focused on delivering an
exceptional client experience
. High degree of investment services and product acumen with experience in goals-based
planning and advice
. Coach, lead and develop strategies to help Financial Consultants convert high quality leads into
new clients and helping to maintain those relationships
. Champion and encourage your team's success and the goals of the firm, while building and
fostering a culture of diversity and inclusion
. Proven ability to attract, retain and develop a team of remote based Financial Consultants in a
strategic hub
. Closely partner with the Supervisory Management 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 the team
. Create a culture of risk and control that acts with appropriate understanding and urgency;
with ultimate responsibility to safeguard our clients and our business
. Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and
execute with a sense of urgency. Develop and conduct training when gaps in team and
individual needs are identified
. Ability to translate knowledge of financial markets and economic trends in the execution of
growth strategy
. Ability to lead team in a "solution-oriented" mindset to work towards best possible outcomes
for all clients across multiple geographies
What you will need:
. A valid and active Securities Industry Essential (SIE)
. A valid and active Series 7
. A valid and active Series 66 (63/65)
. A valid and active 9/10 (or equivalent) is required or ability to obtain within 60 days of starting
in the role as a condition of employment
. Valid and active insurance Licenses with the Life, Health and Variable lines of authority
required or may be obtained within 60 days of starting in the role as a condition of
. Bachelor's degree preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.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.

Equal Opportunity Employer/Disability/Veterans