Private Wealth Growth Advisor | Boca Raton & Miami

JP Morgan Chase

Boca Raton (FL)

On-site

USD 90,000 - 130,000

Full time

9 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

JPMorgan Chase in Boca Raton, FL, seeks a Select Growth Advisor to Private Client Advisor within Chase Wealth Management. You will offer comprehensive financial planning and investment advice to individuals and families, supporting a thriving book of business and collaborating with senior advisors.

Ideal candidates have 4+ years in financial services, strong relationship skills, and the ability to implement goals-based planning.

Qualifications

4+ years of financial services experience.
Proven ability to cultivate client relationships and partner with key teams.
Strong goals-based planning and investment knowledge.
Understanding of market trends.
Self-starter who can work independently and communicate professionally.
Series 7 and Series 66 licenses or ability to obtain within 60 days.
Life, Health and Long Term Care licenses or ability to obtain within 60 days.

Responsibilities

Deliver personalized investment solutions and grow the practice.
Stay current on investment products and services and share updates with clients.
Provide holistic client financial planning and coaching beyond investments.
Support client engagement through reviews and responses to market volatility.
Collaborate with partners and cross-functional teams to deepen client relationships.