J.P. Morgan Wealth Management - National Branch Personal Advisors Team Leader - Irvine, CA

Location: Irvine, CA, United States

Job Family: Sales/Mktg Global Population

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic National Branch Personal Advisors Team Leader to join our Irvine, CA team. In this pivotal role, you will lead a group of talented Personal Advisors, inspiring them to forge meaningful connections with clients while upholding the highest standards of excellence. As a key contributor to our global wealth management division, you will drive team performance in asset management, investment advisory, and personalized financial planning services, ensuring our clients receive world-class support tailored to their unique needs in the competitive Southern California market. Your leadership will focus on coaching advisors to deepen client relationships, identify growth opportunities, and deliver innovative solutions using J.P. Morgan's robust suite of products, including investment portfolios, retirement planning, and estate strategies. You will cultivate a high-performance culture by providing hands-on guidance, conducting regular performance reviews, and fostering collaboration across our national network. Compliance and risk management will be central to your responsibilities, ensuring all activities align with FINRA, SEC regulations, and J.P. Morgan's commitment to ethical practices in the financial services industry. This position offers the chance to impact the success of both your team and our esteemed clients while advancing your career within one of the world's leading financial institutions. If you are passionate about mentoring top talent and contributing to J.P. Morgan's legacy of excellence in wealth management, we invite you to apply and help shape the future of personalized financial advisory services.

Key Responsibilities

• Lead and coach a team of Personal Advisors to cultivate deep, long-term relationships with high-net-worth clients in the Irvine market
• Foster a culture of excellence by setting performance standards, providing ongoing training, and recognizing achievements within the team
• Oversee the development and execution of personalized financial strategies, ensuring alignment with J.P. Morgan's wealth management offerings
• Drive sales and growth initiatives by identifying opportunities for asset gathering and cross-selling J.P. Chase investment products
• Monitor team performance metrics, including client acquisition, retention, and satisfaction scores, to meet branch and national goals
• Ensure compliance with all regulatory requirements and J.P. Morgan policies in client interactions and advisory services
• Collaborate with branch leadership to support local market strategies and contribute to national advisory team objectives
• Mentor advisors on best practices for client engagement, portfolio management, and navigating complex financial needs
• Analyze market trends and client feedback to refine team approaches and enhance service delivery

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in wealth management, financial advising, or sales leadership within the financial services industry
• Proven track record of leading teams to achieve sales targets and client satisfaction goals at a major financial institution
• Series 7 and Series 66 (or equivalent) FINRA licenses required
• Strong understanding of regulatory compliance in wealth management, including SEC and FINRA standards
• Experience in coaching and developing advisors to build client relationships and drive business growth

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP (Certified Financial Planner)
• Prior leadership experience in a branch or national advisory team at a top-tier bank like J.P. Morgan Chase
• Demonstrated success in mentoring advisors to exceed performance metrics in high-net-worth client segments
• Familiarity with J.P. Morgan's wealth management platforms and tools

Required Skills

• Leadership and team management
• Client relationship building
• Financial planning and advisory expertise
• Sales and business development
• Regulatory compliance knowledge
• Coaching and mentoring
• Analytical and problem-solving skills
• Communication and presentation abilities
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Risk assessment and management
• Strategic planning
• Emotional intelligence and empathy
• Time management and prioritization
• Data analysis for performance tracking
• Adaptability to market changes

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's leadership training
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships and mental health support
• Relocation assistance for eligible positions and flexible work arrangements

JP Morgan Chase is an equal opportunity employer.