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

Next Frontier Capital; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital in Boca Raton, Florida, is seeking a Select Growth Advisor to enhance the client experience in Chase Wealth Management. This role involves delivering personalized financial planning and investment solutions while focusing on client relationship management.

The ideal candidate will have at least 4 years of experience in financial services, strong analytical skills, and the ability to work with senior advisors. A valid Series 7 and 66 licenses are required, along with a Bachelor's degree preferred.

We offer a competitive rewards package, including comprehensive health benefits and opportunities for commission-based pay.

Qualifications

• Minimum of 4 years of financial services experience required.
• Strong success in cultivating and maintaining client relationships.
• Valid Series 7 and Series 66 licenses required.
• Self-starter with ability to work independently.

Responsibilities

• Deliver personalized investment solutions to clients.
• Attend product rollouts and meetings to stay current.
• Ensure implementation of financial planning strategies.
• Support proactive and reactive client communication.

Skills

Financial services experience

Client relationship management

Investment product knowledge

Analytical skills

Professional communication

Education

Bachelor's degree

Tools

Planning software

Job description

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. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.

Responsibilities

• Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship‑building skills. Through a focus on relationship management, you should be able to grow the practice.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• 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.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• 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.

Required qualifications, capabilities, and skills

• 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. 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.

Preferred qualifications, capabilities, and skills

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

Investment and Insurance Products Disclosure

NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES. SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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 and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.