J.P. Morgan Wealth Management – Select Growth Advisor - Boca Raton / Miami, FL

JPMorganChase•Boca Raton, FL

About The Position

As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, serving clients from those just starting to save through those with significant wealth. You will provide an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships. The role supports a thriving book of business by delivering personalized investment solutions through thought leadership and relationship building, with a focus on growing the practice and serving clients in collaboration with senior advisors. You will foster a client-centric planning process, implement financial planning strategies, and provide a holistic view of clients’ needs and financial coaching beyond investments. You will maintain proactive and responsive client engagement, including communication during market volatility, account reviews with advice, and updates to financial plans and goals using planning software. The role also involves keeping current on investment products and services, developing and implementing marketing strategies, supporting clients’ use of digital banking, and collaborating with teammates, partners, and cross-functional teams. Investment and insurance products are not FDIC insured, are not insured by any federal government agency, are not deposits or other obligations of or guaranteed by JPMorgan Chase Bank, N.A. or its affiliates, and are subject to investment risks, including possible loss of principal. Investment products and services are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor and member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc., a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. These entities are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.

Requirements

At least 4 years of financial services experience.
Demonstrated success cultivating and maintaining client relationships and integrating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Understanding of investment products and services.
Understanding of market performance and market trends.
Ability to be a self-starter, own tasks end to end, and work independently.
Ability to communicate effectively and professionally with clients and team members.
Valid and active Series 7 license, or obtain it within 60 days of starting in the role as a condition of employment.
Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting in the role as a condition of employment.
Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification.
Bachelor’s degree.

Responsibilities

Offer comprehensive financial planning and advice to individuals and families with a range of wealth and savings needs.
Support a thriving book of business by delivering personalized investment solutions and building client relationships.
Collaborate with senior advisors to deepen client relationships and serve clients.
Foster a client-centric planning process and ensure implementation of financial planning strategies.
Attend product rollouts, ideation calls, and research meetings to stay current on investment products and services, and share updates with clients.
Deliver proactive and reactive client communication, including responding to market volatility, conducting account reviews with advice, and updating financial plans and goals through planning software.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Develop and implement marketing strategies, including social media, client-specific presentation materials, and hosting client events.
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Champion teammates’ success and bank goals while fostering teamwork and collaboration with partners and cross-functional teams.
Grow the practice through relationship management.