Strategic Wealth Growth Advisor

JPMorganChase; Town/Village of Harrison (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking a Select Growth Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. The role emphasizes relationship management, goal-based planning, and collaboration with senior advisors to deepen client engagement.

Ideal candidates will have 4+ years in financial services, deep wealth management knowledge, and the ability to work independently while maintaining strong client communications and

Qualifications

• 4+ years of financial services experience.
• Proven ability to cultivate and maintain client relationships.
• Understanding of goals-based planning and investment advice.
• Knowledge of investment products and market trends.
• Self-starter capable of end-to-end ownership and professional communication.

Responsibilities

• Deliver personalized investment solutions and plan to clients.
• Grow the practice through relationship management with partners.
• Stay current on investment products and services and share updates with clients.
• Provide holistic financial coaching beyond investments and planning.
• Develop marketing materials and client events to engage clients.

Skills

Client relationships

Wealth management

Licensing knowledge

Self-starter

Communication skills

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health license

Job description

JPMorgan Chase is seeking a Select Growth Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. The role emphasizes relationship management, goal-based planning, and collaboration with senior advisors to deepen client engagement.

Ideal candidates will have 4+ years in financial services, deep wealth management knowledge, and the ability to work independently while maintaining strong client communications and