Strategic Wealth Growth Advisor

Next Frontier Capital; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. Chase Wealth Management seeks a Select Growth Advisor to support Private Client Advisors, delivering comprehensive financial planning and investment guidance to individuals and families.

You will collaborate with senior advisors, demonstrate market awareness, and implement client-centric planning while leveraging JPMorgan Chase resources to deepen client relationships and grow the practice.

Qualifications

• At least 4 years in financial services and client relationships.
• Deep understanding of wealth management and investment products.
• Ability to work independently and own end-to-end tasks.
• Active Series 7 within 60 days of start date.
• Active Series 66 within 60 days of start date.
• Life, Health & Long-Term Care license within 60 days of start date.

Responsibilities

• Deliver personalized investment solutions to clients and rely on relationship-building.
• Grow the practice through relationship management and partner integration.
• Collaborate with bank partners and cross-functional teams to deepen client engagement.
• Attend product rollouts, ideation calls, and research meetings to stay current on offerings.
• Provide holistic financial planning and coaching beyond investments.

Skills

Financial services

Relationship management

Goals-based planning

Investment products

Market awareness

Self-starter

Client communication

Series 7 license

Series 66 license

Life, Health & LT Care license

Education

Bachelor’s degree

CFP/WMCP preferred

Job description

JPMorgan Chase & Co. Chase Wealth Management seeks a Select Growth Advisor to support Private Client Advisors, delivering comprehensive financial planning and investment guidance to individuals and families.

You will collaborate with senior advisors, demonstrate market awareness, and implement client-centric planning while leveraging JPMorgan Chase resources to deepen client relationships and grow the practice.