J. P. Morgan Wealth Management - Advisor Onboarding Associate

Make an impact by helping newly hired advisors begin their careers with the tools, resources, and support they need to serve clients effectively.

Join the J.P.

Morgan Wealth Management Advisor Onboarding Team and collaborate with partners across the firm to deliver a consistent onboarding experience.

You will have the opportunity to build relationships, improve processes, and contribute to meaningful work that supports our advisors and clients.

As an Advisor Onboarding Associate within the J.P.

Morgan Wealth Management Advisor Onboarding Team, you will coordinate the onboarding process for newly hired advisors and serve as their primary point of contact.

You will guide advisors through licensing, registration, exam preparation, and technology setup while communicating expectations and monitoring required deadlines.

You will partner with Recruiting, Human Resources, Licensing and Registration, Technology, and field management to resolve issues and deliver a consistent onboarding experience.

Your work will help advisors become prepared to support clients in making the most of their financial lives.

You will also have the opportunity to identify and implement process, efficiency, and control improvements across the onboarding program.

Job Responsibilities


* Serve as the primary point of contact for advisors and field management throughout the Advisor Onboarding Program.


* Host onboarding calls to explain program expectations, licensing requirements, timelines, study resources, testing deadlines, and exam-attempt guidelines.


* Initiate securities registration, insurance licensing, carrier appointment, and related onboarding activities for assigned advisors.


* Coordinate with Recruiting, Human Resources, Licensing and Registration, Technology, and field leadership to deliver a consistent onboarding experience.


* Order licensing study materials and develop study calendars that support completion of required coursework and exam preparation.


* Schedule licensing examinations within required time frames and administer applicable retest policies and procedures.


* Monitor advisor progress against study plans, testing deadlines, and onboarding requirements, escalating risks or issues to management when appropriate.


* Connect advisors with tutoring, vendor support, tools, and other resources available throughout the licensing and registration process.


* Manage hardware and software requests, track technology deployment, coordinate installation and setup, and resolve readiness issues.


* Maintain established service-level requirements and communicate clear expectations, deadlines, and status updates to advisors and field management.


* Partner with internal teams to resolve onboarding issues and implement process, efficiency, and control improvements.

Required Qualifications, Capabilities, and Skills


* Minimum of three years of experience in the brokerage or financial services industry.


* Exp...