Private Wealth Growth Advisor

JPMorgan Chase & Co.; Wheaton (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is looking for a Select Growth Advisor to provide comprehensive financial planning and advice. Responsibilities include managing client relationships, delivering personalized investment solutions, and developing marketing strategies. Ideal candidates should have a minimum of 4 years in the financial services industry, strong analytical skills, and the ability to communicate effectively with clients. Regulatory licensing including a Series 7 and Series 66 license is required or must be obtained shortly after starting.

Qualifications

• Minimum of 4 years of financial services experience.
• Success in cultivating and maintaining client relationships.
• Understanding of market performance and trends.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Support a thriving book of business with personalized investment solutions.
• Develop and implement marketing strategies for client engagement.

Skills

Financial services experience

Client relationship management

Goals-based planning

Understanding of investment products

Analytical skills

Communication

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Financial planning software

Job description

A leading financial services firm is looking for a Select Growth Advisor to provide comprehensive financial planning and advice. Responsibilities include managing client relationships, delivering personalized investment solutions, and developing marketing strategies. Ideal candidates should have a minimum of 4 years in the financial services industry, strong analytical skills, and the ability to communicate effectively with clients. Regulatory licensing including a Series 7 and Series 66 license is required or must be obtained shortly after starting.