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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 USING THIS WEBSITE

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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