Jpmorgan Wealth Management - Financial Consultant Team Lead - Chicago, IL

Jpmorgan Chase & Co. Chicago , IL 60602

Posted 2 months ago

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

You will lead a team of Financial Consultants who service a wide range of clients at our firm. As part of Chase Wealth Management, Financial Consultants are dedicated to creating a great client experience. They work in a team environment to offer comprehensive financial planning and advice to individuals and families over the telephone. A successful Team Leader creates a culture of excellence in an environment that meets the high expectations of Chase clients. By building deep relationships, driving a high performance team and client obsessed culture.


As a Team Lead, you will leverage your leadership and communication skills.

  • 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 Financial Consultants, and improve performance of existing Financial Consultants

  • Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultants, including performing call monitoring reviews to ensure quality interactions

  • Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital Set the tone of commitment to diversity and inclusion

  • Closely partner with the Supervisory Management 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 the team

  • 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, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

  • Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy


  • Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor teams

  • 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 and excellent follow-through

  • Strong commitment to upholding a sound risk and controls environment

Licenses, Designation and Education

  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 7
  • A valid and active Series 66 license is required or ability to obtain within 60 days of starting in the role as a condition of employment
  • FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
  • A valid and active Life and Health Insurance license is required or may be obtained within

60 days of starting in the role as a condition of employment

  • Bachelor's Degree preferred or equivalent work experience required

.This role requires you to be licensed in all states

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Jpmorgan Wealth Management - Financial Consultant Team Lead - Chicago, IL

Jpmorgan Chase & Co.