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VP, Practice Management Coach Wealth Advisors
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-02-18
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Practice Management Consultant to support financial advisors with practice management concepts. The role involves mentoring, delivering training, and creating strategic partnerships with regional leads. Candidates should have over 5 years of experience in wealth management, excellent communication skills, and relevant qualifications such as Series 7 and 66. The ideal candidate will also have a foundational knowledge of a goals-based approach to investing and exceptional presentation skills.
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