Growth Advisor, Wealth Management — Client Growth

JPMorganChase; Boca Raton (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in Florida seeks a Select Growth Advisor to support Private Client Advisors within Chase Wealth Management. You will deliver comprehensive financial planning, investment solutions, and client-centric planning to individuals and families, leveraging partnerships and referrals to deepen relationships.

The role emphasizes market awareness, integrity, and collaboration with senior advisors to grow the practice, while staying current with product updates and planning software.

Qualifications

• Minimum 4 years of financial services experience.
• Series 7 license required or must be obtained within 60 days.
• Series 66 license required or must be obtained within 60 days.
• Life, Health and Long-Term Care license required or must be obtained within 60 days.
• Strong ability to cultivate client relationships and partner with internal teams.

Responsibilities

• Support a thriving book of business with personalized investment solutions.
• Grow the practice through relationship management and partnerships.
• Stay current on investment products and services through product rollouts and meetings.
• Provide holistic financial planning and coaching beyond investments.
• Engage clients with proactive and reactive communication, including during market volatility.
• Develop and implement marketing strategies and client events.

Skills

Relationship management

Financial analysis

Goals-based planning

Investment products knowledge

Independent / end-to-end ownership

Education

Bachelor's degree preferred

CFP/WMCP preferred

Tools

FINRA Series 7

FINRA Series 66

Life/Health/ LTC license

Job description

JPMorgan Chase in Florida seeks a Select Growth Advisor to support Private Client Advisors within Chase Wealth Management. You will deliver comprehensive financial planning, investment solutions, and client-centric planning to individuals and families, leveraging partnerships and referrals to deepen relationships.

The role emphasizes market awareness, integrity, and collaboration with senior advisors to grow the practice, while staying current with product updates and planning software.