J.P. Morgan Wealth Management - Vice President Practice Management Consultant - JPMorgan Chase & : Job Details

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 Become a subject matter expert on the Practice Management tools, products and capabilities specifically Wealth Plan (WP) and client relationship system Build out useful advisor content and drive adoption of goals-based advice initiatives Deliver bot...Management, Vice President, Practice, Wealth, Consultant, Financial Planning, Banking