18 days old

J.P. Morgan Wealth Management - VP, Wealth Management Specialist

Miami, FL 33128
  • Job Code
The Wealth Management Specialist requires a Series 7 and 66 License and is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The WMS supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Strategy, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips on how to execute an effective client contact strategy and how to use client relationship tools. 
Keyword: consumer%20banking


Posted: 2021-09-06 Expires: 2021-10-06

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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J.P. Morgan Wealth Management - VP, Wealth Management Specialist

JPMorgan Chase & Co.
Miami, FL 33128

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