JPMorgan Chase
J.P. Morgan Wealth Management-Financial Advisor Team Lead - Columbus, OH
Columbus, OH · Full-time · Posted Sep 10, 2026
- Experience
- At least 5 years of Advisor management experience or relevant industry experience.
- Education
- Bachelor’s degree preferred.
About the job
Leads Personal Advisors who provide remote financial planning and advice, while overseeing team performance, operations, supervision, and risk controls.
What you'll do
- Recruit, retain, coach, and develop Personal Advisors, including monitoring calls and supporting performance and promotion strategies.
- Coordinate with Banking, Lending, digital, and Supervisory Management partners; oversee day-to-day administrative, supervisory, and operational work.
- Promote operational excellence and risk controls, and apply financial-market and economic knowledge to growth strategy.
What they ask for
- Active SIE, Series 7, and Series 66 (63/65) licenses.
- Active Series 9/10 license or ability to obtain it within 60 days of starting.
- Active insurance licenses for Life, Health, and Variable lines, or ability to obtain them within 60 days of starting.
- At least 5 years of Advisor management or relevant industry experience, with a proven record of developing and coaching high-performing Advisor teams.
Nice to have
- Bachelor’s degree.
- Current and active Series 9/10.
Model-written summary · the original posting is authoritative