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

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.

Support a thriving book of business by delivering personalized investment solutions to clients through thought leadership and relationship-building skills. Through a focus on relationship management, you will grow the practice by demonstrating a deep understanding of financial markets, sound business judgment, and unwavering integrity that prioritizes clients' best interests.

Responsibilities

• 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 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 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 and support your teammates' success and the goals of the bank, while 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, market performance, and market trends.
• Proven ability to be a self-starter, act as an end-to-end owner of tasks, and work independently.
• Ability to communicate effectively with clients and team members while maintaining professionalism.
• 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.

Qualifications

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

Benefits

We offer 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.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions—all while ranking first in customer satisfaction.