J.P. Morgan Wealth Management - Market Director of Wealth - Plano, Texas

JPMorgan Chase • Plano, TX • 3h ago

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.

Job responsibilities

Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture

Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors

Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need

Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion

Closely partner with the Supervisory Manager 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 a designated territory

Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business

Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

Required qualifications, capabilities, and skills

At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team

Ability to travel 50% of the time

A valid and active FINRA Series 7, 66 (or equivalent) is required

A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment

Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts

High degree of investment services and product acumen and keen interest in the financial markets

Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment

Preferred qualifications, capabilities, and skills

Bachelor's Degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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, paid in the form of cash and/or forfeitable equity, 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

Similar Jobs

Administrative Assistant (Data Centers)

Jacobs • Dallas, TX • 2h ago

Management & Administrative

This job opportunity is available at ANY location in the United States. Ideally, selected candidates will be near a JACOBS U.S. based office. At Jacobs, we're challenging today to reinvent tomorrow by solving the world's...

2h ago

Go to Apply

Senior Networking Specialist Solutions Architect, AWS Industries Customer Acceleration Team

Amazon • Dallas, TX • 3h ago

Management & Administrative

Description ??Are you passionate about helping organizations achieve transformative business value through innovative networking solutions? Do you combine deep technical expertise with practical problem-solving skills to...

3h ago

Go to Apply

Administrative Assistant (Data Centers)

Jacobs • Dallas, TX • 3h ago

Management & Administrative

3h ago

Go to Apply

Office Administrator

Robert Half • Irving, TX • 3h ago

Management & Administrative

Description We are looking for a dependable Office Administrator to provide on-site support for daily office activities. This contract position is a 3-month assignment focused on keeping front office operations organized...

3h ago

Go to Apply

Manager Trainee

The Hertz Corporation • Frisco, TX • 3h ago

Management & Administrative

The Manager In Training program provides hands-on training in Sales, Operations, Customer Service, finance, fleet management, and people management. This position has a clearly defined career path to Branch Manager in as...

3h ago

Go to Apply

Manager Trainee

The Hertz Corporation • Plano, TX • 3h ago

Management & Administrative

3h ago

Go to Apply

Manager Trainee

The Hertz Corporation • Mesquite, TX • 3h ago

Management & Administrative

3h ago

Go to Apply

Operations Manager

Compass Group, North America • Dallas, TX • 7h ago

Management & Administrative

Levy Sector Location: Netflix House- Dallas, TX Salary: 60,000 - 70,000 Other Forms of Compensation: N/A Different perspectives make us better. We're committed to creating an equal opportunity and fair treatment environm...

7h ago

Go to Apply

Operations/Service Manager III

Burlington • Richardson, TX • 7h ago

Management & Administrative

Position Overview Are you a proven leader with a strong drive to succeed? Do you work well in a process-driven environment where organization and efficiency are critical to success? Are you an expert multitasker who woul...

7h ago

Go to Apply

Driveway Sales Manager

Lithia & Driveway • Dallas, TX • 9h ago

Management & Administrative

Dealership:L0397 Driveway Home Office The Driveway Sales Manager is responsible for helping build, lead, and inspire their teams to deliver an unparalleled customer experience throughout the online buying process. This p...

9h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)