J.P. Morgan Wealth Management - Select Growth Advisor - Auburn Hills, MI

About the role

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. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Responsibilities

• Cultivate and maintain client relationships, integrating with key partners
• Integrate and apply goals-based planning and advice
• Understand and integrate investment products and services
• Stay current on market performance and trends
• Communicate effectively with clients and team members while maintaining professionalism
• Offer holistic financial coaching beyond investments
• Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
• Support proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
• Champion and support your teammates' success and the goals of the bank, fostering teamwork and collaboration with partners and cross-functional teams

Requirements

• A minimum of 4 years of financial services experience
• Demonstrated success in 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 market trends
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently

Qualifications

• A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Series 66 (63/65) license is required or must be obtained 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 is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications

• Preferred Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification
• Bachelor's degree preferred

Skills

Demonstrate a deep understanding of financial markets and sound business judgment

Exhibit unwavering integrity that points toward doing right by clients at every opportunity

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 all investment products and services, and showcase the ability to share these updates with clients

Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software

Develop and implement marketing strategy 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 and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross-functional teams

Benefits

Chase offers a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Pay

Commensurate with experience

Schedule

N/A