The . Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, .
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has $600 billion in Assets Under Management and 5,000 advisors located across 3,500 branches and 20 offices.
As a Practice Management Consultant, you partner with Market and Regional Leadership to develop Financial Advisors. You will coach Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service to help Advisors build successful, sustainable practices.
You will engage with Leadership as a member of the Market and Region Operating Committees presenting strategic forward looking plans to help achieve strong business results.
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
- Lead advisors in a Goals-Based Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Act as a subject matter expert on the Practice Management tools, products and capabilities specifically Wealth Plan and client relationship system
- Build out useful advisor content and drive adoption of goals-based advice initiatives
- Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills
- Series 7 and Series 66 required
- At least 5 years business and sales experience in wealth management
- Proven leadership / coaching experience and ability to effectively partner with others
- Expertise in Financial Planning and delivering a goals-based approach to investing
- Deep investment, product and capital markets knowledge
- Ability to effectively communicate complex concepts simply
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Strong presentation skills to individuals and large groups
Preferred qualifications, capabilities, and skills
- Exceptional verbal and written communications skills with individuals and large groups in person and virtually
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