J.P. Morgan Wealth Management National Branch Team Lead, Vice President - Irvine, CA - JPMorgan Chase Bank, N.A.
Irvine, CA 92602
About the Job
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
Required qualifications, capabilities, and skills:
- 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:
- Bachelor's degree preferred
- 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
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
