<p>JobID: 210693858</p> <p>Category: Product Development</p> <p>JobSchedule: Full time</p> <p>Posted Date: 2025-12-12T18:43:58+00:00</p> <p>JobShift: Day</p> <p>Base Pay/Salary: Boston,MA $109,250.00-$184,000.00; Danbury,CT $109,250.00-$172,500.00</p> <p>As a Practice Management Consultant within the J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.</p> <p>The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.</p> <p>Job Responsibilities:</p> <ul> <li>Deliver key practice management concepts and tools to financial advisors and field leadership </li><li>Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible </li><li>Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates </li><li>Operate as subject matter expert on the Practice Management tools, products and capabilities </li><li>Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives </li></ul> <p>Required qualifications, skills, and capabilities:</p> <ul> <li>6+ years broad business and sales experience in the wealth management industry </li><li>Proven leadership experience and ability to effectively partner with others </li><li>Foundational knowledge in a goals-based approach to investing </li><li>Deep investment and product knowledge, and the ability to articulate complex investment ideas </li><li>Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning </li><li>Exceptional written skills and strong executive communications experience </li><li>Series 7, Series 66 required </li></ul> <p>Preferred qualifications, skills, and capabilities:</p> <ul> <li>CFP preferred </li></ul>