Wealth Growth Advisor

JP Morgan Chase; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Commission-based pay potential

Discretionary incentive compensation

Job summary

The Select Growth Advisor for Chase Wealth Management in Boca Raton, FL will deliver comprehensive financial planning and investment guidance to a diverse client base, growing the practice through relationship management and partner collaboration.

You will stay current on market trends, share updates with clients, and integrate planning solutions to support wealthy families. A strong emphasis on integrity, client-centric planning, and cross-functional teamwork is required.

Qualifications

• 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.

Responsibilities

• Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
• 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

Skills

Client relationship management

Wealth management knowledge

Financial planning advisory

Market analysis

Independent / self-starter

Effective communication

Team collaboration

Education

Bachelor’s degree preferred

CFP or WMCP certification preferred

Job description

The Select Growth Advisor for Chase Wealth Management in Boca Raton, FL will deliver comprehensive financial planning and investment guidance to a diverse client base, growing the practice through relationship management and partner collaboration.

You will stay current on market trends, share updates with clients, and integrate planning solutions to support wealthy families. A strong emphasis on integrity, client-centric planning, and cross-functional teamwork is required.