J.P. Morgan Advisors - Financial Advisors Transition Team Specialist -Miami, FL

ob Responsibilities

+ Acting as a Transition Associate within JPMorgan Advisors, you'll be embedded with newly recruited teams to actively transition their clients and businesses.
+ Involves extensive Financial Advisor and client contact; you will engage in all activities that touch prospective or existing clients of the newly recruited Advisor and support team.
+ Serve as a day-to-day training resource to new Financial Advisors and their existing support staff on JPMorgan Advisors procedures, systems, and best practices.
+ Interact with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors.
+ Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various othe...