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

JPMorgan Chase & Co. • Boca Raton, FL

3d

About The Position

As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those beginning to save to those with significant wealth. You will provide an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships. The role calls for strong analytical skills, wealth management knowledge, and effective collaboration with senior advisors to serve clients and grow the practice.

You will support a thriving book of business with personalized investment solutions, thought leadership, and relationship building. The position also involves delivering client-centered financial planning and coaching, maintaining proactive and responsive client communications, developing marketing initiatives, adopting digital innovations, and contributing to team and bank goals. The role is based in Boca Raton / Miami, Florida.

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.
• Demonstrated understanding of investment products and services.
• Understanding of market performance and trends.
• Ability to self-start, own tasks end to end, and work independently.
• Ability to communicate effectively and professionally with clients and team members.
• A valid and active Series 7 license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
• A valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

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

Responsibilities

• Support a thriving book of business by delivering personalized investment solutions and using thought leadership and relationship-building skills to grow the practice.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and prioritize doing what is right for clients.
• Foster a client-centric planning process and help implement 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 responsive client communications, including responding to market volatility, providing 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 a marketing strategy, including social media, client-specific presentation materials, and client events.
• Use digital innovations to help clients become more digitally confident and bank when, where, and how they want.
• Support teammates and bank goals while fostering teamwork and collaboration with partners and cross-functional teams.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed