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Wealth Management Practice Coach

Job in Chula Vista, San Diego County, California, 91911, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm is seeking a Practice Management Consultant in Chula Vista, California. The role involves supporting financial advisors through the delivery of practice management tools and concepts, as well as mentoring and coaching. Candidates must possess over 6 years of experience in the wealth management industry, with required qualifications including Series 7 and Series 66. This position offers a unique opportunity to drive adoption of goals-based advice initiatives and provide impactful training to advisors.
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