J.P. Morgan Wealth Management - Personal Advisor Team Lead, Vice President - Irvine, CA
Company: JPMorgan Chase & Co.
Location: Irvine
Posted on: March 11, 2023
Job Description:
J.P. Morgan Wealth Management - Personal Advisor Team Lead, Vice
President - Irvine, CA -"Job Details" Irvine, CA, United States Job
Identification 210393299 Job Category Locations
- 3 Park Plz, Irvine, CA, 92614, US Posting Date 03/04/2023,
12:44AM Job Schedule Full time Job Shift Day Irvine,CA
$95,000.00-$150,000.00 Job Description At J.P. Morgan Wealth
Management, investing feels like a personal relationship with a
trusted partner. We're committed to delivering hands-on dedicated
advisors, a full range of investment products, and cutting-edge
digital capabilities to help our clients achieve their most
important financial goals. I n National Branch as a Personal
Advisor Team Lead, you will lead a team of Personal Advisors who
work in a team based environment to offer comprehensive financial
planning and advice to clients by helping to identify appropriate
products/services that meet all of their financial needs. They are
responsible for providing an exceptional client experience through
remote channels by understanding client needs and helping them
achieve their financial goals. As a successful Team Lead you will
create a culture of excellence in an environment that meets the
high expectations of our clients. You will have a passion for
coaching Personal Advisors to develop deep client relationships,
drive a high-performing collaborative team and deliver an
exceptional employee and client experience. Champion and encourage
your team's success and the goals of the firm, while building and
fostering a culture of diversity and inclusion. Job
responsibilities:
- Attract, retain and develop a team of Personal Advisors in a
strategic hub
- Ensure talent and performance strategies are in place to coach,
develop and promote Personal Advisors, including performing call
monitoring reviews to ensure quality interactions
- Drive integration with One Chase partners to include but may
not be limited to Banking, Lending and digital
- 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
- Ability to translate knowledge of financial markets and
economic trends in the execution of growth strategy
- Establish approach to ensure operational excellence and
control-focus of employees
- A valid and active Series 9/10 (or equivalent) is required or
ability to obtain within 60 days of starting in the role as a
condition of employment
- A valid and active Securities Industry Essential (SIE)
- A valid and active Series 7
- A valid and active Series 66 (63/65)
- 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 employment Preferred
qualifications, capabilities, and skills:
- Current and Active Series 9/10
- 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 About Us
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.
The health and safety of our colleagues, candidates, clients and
communities has been a top priority in light of the COVID-19
pandemic. JPMorgan Chase was awarded the "WELL Health-Safety
Rating" for all of our 6,200 locations globally based on our
operational policies, maintenance protocols, stakeholder engagement
and emergency plans to address a post-COVID-19 environment.As a
part of our commitment to health and safety, we have implemented
various COVID-related health and safety requirements for our
workforce. Employees are expected to follow the Firm's current
COVID-19 or other infectious disease health and safety
requirements, including local requirements. Requirements include
sharing information including your vaccine card in the firm's
vaccine record tool, and may include mask wearing. Requirements may
change in the future with the evolving public health landscape.
JPMorgan Chase will consider accommodation requests as required by
applicable law.We offer a competitive total rewards package
including base salary determined based on the role, experience,
skill set, and location. For those in eligible roles, discretionary
incentive compensation which may be awarded in recognition of
individual achievements and contributions. We also offer a range of
benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site
health and wellness centers, a retirement savings plan, backup
childcare, tuition reimbursement, mental health support, financial
coaching and more. Additional details about total compensation and
benefits will be provided during the hiring process. Equal
Opportunity Employer/Disability/Veterans About the Team Our
Consumer & Community Banking division serves our Chase customers
through a range of financial services, including personal banking,
credit cards, mortgages, auto financing, investment advice, small
business loans and payment processing. We're proud to lead the U.S.
in credit card sales and deposit growth and have the most-used
digital solutions - all while ranking first in customer
satisfaction. Passionate about coaching Personal Advisors to
develop deep client relationships while creating a culture of
excellence? A successful Market Director of Wealth creates a
culture of excellence and a high standards environment by building
deep relationships and delivering an exceptional customer
experience. Page J.P. Morgan Wealth Management - Personal Advisor
Team Lead, Vice President - Irvine, CA - JPMC Candidate Experience
page Careers loaded IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE
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Keywords: JPMorgan Chase & Co., Irvine , J.P. Morgan Wealth Management - Personal Advisor Team Lead, Vice President - Irvine, CA, Executive , Irvine, California
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