JPMorgan Chase
JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX
Plano, TX · Full-time · Posted Oct 30, 2026
- Experience
- At least 5 years of Advisor management experience or relevant industry experience.
- Education
- Bachelor’s degree preferred.
About the job
Leads a team of Financial Advisors or Consultants, coaching them in goals-based planning, client relationships, and business growth while overseeing branch operations and risk controls.
What you'll do
- Coach, develop, and train advisors in financial planning, client service, and converting leads into lasting client relationships.
- Manage day-to-day administrative, supervisory, and operational work; partner with Supervisory Management and safeguard clients and the business.
- Build and develop a remote team, foster an inclusive culture, and execute strategies for team growth and client outcomes.
What they ask for
- Valid and active Series 9 and Series 10, or equivalent, or ability to obtain within 60 days of starting.
- Valid and active Series 7 and Securities Industry Essential (SIE).
- Valid and active Series 66 (63/65), or ability to obtain within 60 days of starting.
- Valid and active insurance licenses for Life, Health, and Variable lines of authority, or ability to obtain within 60 days of starting.
Nice to have
- Bachelor’s degree.
- Experience developing and coaching high-performing Advisor teams in dedicated and team-based client relationship management channels.
Model-written summary · the original posting is authoritative