As a Practice Management Consultant within the J.P. Morgan Wealth Management , you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The Practice Management Consultant (PMC) supports advisors and field leadership  by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. 

Job 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

Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates

Operate as  subject matter expert on the Practice Management tools, products and capabilities 

Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives

 Required qualifications, skills, and capabilities:

6+ years broad business and sales experience in the wealth management industry

Proven leadership experience and ability to effectively partner with others

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

Series 7, Series 66 required

Preferred qualifications, skills, and capabilities: