JPMorgan Chase
JPMorgan Wealth Management-Practice Management Consultant-NY Boroughs
$133K–$225K
Brooklyn, NY +1 · Full-time · Posted Oct 28, 2026
- Location
- Brooklyn, NY
Staten Island, NY - Experience
- 6+ years broad business and sales experience in the wealth management industry.
About the job
Supports financial advisors and field leaders by teaching practice management concepts, coaching advisors, and promoting goals-based advice initiatives.
What you'll do
- Deliver practice management concepts, tools, coaching, and training to advisors and field leadership.
- Communicate advisor initiatives and updates across field, divisional, and regional partners.
- Develop advisor content and promote adoption of goals-based advice initiatives.
What they ask for
- Broad business and sales experience in the wealth management industry.
- Leadership experience and ability to partner effectively; foundational knowledge of goals-based investing.
- Deep investment and product knowledge, with ability to explain complex investment ideas; practice-management coaching experience.
- Strong writing and executive communication skills; Series 7 and Series 66 required.
Nice to have
- CFP
Pay
$133,000.00-$225,000.00 USD base salary (Brooklyn, NY); $133,000.00-$225,000.00 USD base salary (Staten Island, NY)
Model-written summary · the original posting is authoritative