Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $83,600.00 - $115,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Retirement Plan
Tuition Reimbursement
mental health support
Financial Coaching
Paid Time Off
backup childcare
Job Description
J.P. Morgan Advisors is the ultra-high net worth division of J.P. Morgan Wealth Management, a prestigious and globally respected financial institution. Known for its personalized service tailored to meet the unique needs of ultra-wealthy clients, J.P. Morgan Advisors combines deep industry expertise with a broad array of financial products and services. The division focuses on providing comprehensive wealth management solutions, blending the advantages of a dedicated boutique-style approach within the framework of a major financial firm. With access to global resources and local expertise, J.P. Morgan Advisors aims to deliver superior client experiences and sophisticated financial solutions that align with... Show More
Job Requirements
- Bachelor's degree
- Minimum of 3 years in financial services industry
- Minimum of 3 years direct experience in wealth management
- Ability to work independently
- Strong communication skills
Job Qualifications
- Bachelor's degree
- Minimum of 3 years in financial services industry with 3+ years of direct experience in wealth management
- Self-starter with ability to independently seek out areas of improvement
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities
- Exceptional verbal and written communication skills
Job Duties
- Act as key single point of contact to advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience
- Learn roles and product sets supported by various JPMA product specialists (Investments, Banking, Lending, Wealth Planning) in order to deliver accurate detail when responding to advisor inquiries
- Collaborate with various specialists and stakeholders to deliver exceptional advisor experience
- Develop strong partnership with local branch leadership team
- Develop strong partnership with others in the Concierge role in JPMA branches with the goal of having an open communication channel for sharing best practices, learnings, and peer support network
- Understand key technology, branch operations, and account opening pain points
- Track advisor questions and suggestions, resolve and/or escalate individual issues as they arise, recognize patterns in inquiries and training gaps, and help the business prioritize long-term, strategic solutions based on advisor feedback
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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