J.P. Morgan Wealth Management - National Branch Team Lead Personal Advisor - Irvine, CA

JobID: 210519857

Category: Sales/Mktg Global Population

JobSchedule: Full time

Posted Date: 2024-05-15T21:23:19+00:00

JobShift: Day

Base Pay/Salary: Irvine,CA $95,000.00-$150,000.00

At J.P. Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. We're committed to delivering hands-on dedicated advisors, a full range of investment products, and

cutting-edge digital capabilities to help our clients achieve their most important financial goals. This is a growth business for us with a commitment to diversity and inclusion. That's why we're going all in on

the people who make our business what it is, making it a rewarding place to grow personally and professionally.

In National Branch as a Team Lead, you will lead a team of Financial 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.

A successful Team Lead creates a culture of excellence in an environment that meets the high expectations of our clients. You will have a passion for coaching Financial Advisors to develop deep client relationships, drive a high-performing collaborative team and deliver an exceptional employee and client experience.