14 days old

JPMorgan Chase & Co.
Plano, TX 75074
  • Job Code

US Wealth Management | Goals-Based Specialist, Associate | Plano, TX

Job Description

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.

The Goals-Based Specialist is at the forefront of driving adoption of Goals-Based Advice across the firm. Primarily the Goals-Based Specialist provides training and coaching to internal Financial Advisors, Field Partners and Field Leadership. They will develop strong partnerships and work in tandem with Investment Specialists, Wealth Strategists, and Senior Management to deliver concepts and application of Goals-Based Advice.

  • Develop an expert knowledge on the Goals-Based Analysis (MoneyGuide Pro)
  • Leverage the Goals-Based Analysis to guide Financial Advisors on formulating financial planning strategies
  • Deliver first-class level of service by answering incoming calls from Financial Advisors regarding Goals-Based Advice and software related inquiries promptly and professionally
  • Understand the suite of solutions available at JPMorgan Chase with a specific focus on how they best align with the client’s goals
  • Work closely with field partners to form a dynamic partnership to drive adoption and integration of Goals-Based Advice and utilization of the Goals-Based Analysis.
  • Create and deliver content as needed for training and development on Goals-Based Advice and the Goals-Based Analysis
  • Prepare Financial Advisors for client conversations by evaluating the client’s analysis and role-playing possible scenarios and strategies
  • Coach Financial Advisors through joint appointments with clients
  • Leverage sales experience to coach Financial Advisors on how to appropriately profile from a Goals-Based perspective, overcome objections and deliver appropriate solutions
  • 5+ years of experience in the financial services industry or 2+years with a concentration in financial planning
  • 2+ years of experience in Sales, Marketing or Training
  • 2+ years of experience working with financial planning software (MoneyGuide Pro preferred but not required)
  • Strong phone skills with the capability to handle a large number of inbound calls
  • Ability to effectively manage multiple projects and tasks
  • Detail oriented with strong analytical/problem solving skills and ability to work within a team and thrive in a highly visible and fast paced work environment
  • Superior verbal and written communication skills
  • Proficiency in Word, Excel and PowerPoint
  • Bachelor’s degree required. CFP or similar designations preferred.
Licenses Required:
  • Series 7 & 63 along with life and health insurance licenses required – unlicensed candidates considered – will be required to obtain licenses within 120 days of hire

Req #: 190054250
Location: Plano, TX US
Job Category: Wealth Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-11 Expires: 2020-06-10

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JPMorgan Chase & Co.
Plano, TX 75074

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