Wealth Growth Advisor

JPMorgan Chase & Co.

Wheaton (IL)

On-site

USD 90,000 - 130,000

Full time

5 days ago

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Job summary

JPMorgan Chase & Co. in Illinois seeks a Select Growth Advisor to a Private Client Advisor role within Chase Wealth Management.

You will deliver comprehensive financial planning and investment guidance to individuals and families, grow a book of business, and collaborate with senior advisors to deepen client relationships. The role requires licenses (Series 7/66/Life/Health) and a client-centric planning approach, with responsibilities spanning advisory services, product updates, and marketing

Qualifications

Minimum 4 years of financial services experience.
Proven ability to cultivate and maintain client relationships and partners.
Commitment to goals-based planning and advice.
Understanding of investment products and services.
Knowledge of market performance and trends.
Ability to work independently and communicate professionally.

Responsibilities

Support a thriving book of business by delivering personalized investment solutions.
Demonstrate understanding of financial markets and sound business judgment.
Provide client-centric planning and implement financial strategies.
Attend product rollouts and share updates with clients.
Deliver proactive and reactive client engagement across market volatility.
Provide holistic financial coaching beyond investments.
Develop and implement marketing strategies and client events.
Embrace digital tools to enhance client experience.
Collaborate with teammates and cross-functional partners.