Wealth Growth Advisor — Client Planning & Strategy

JPMorgan Chase & Co.; East White Plains (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York's Wealth Management division seeks a Select Growth Advisor to support Private Client Advisors.

You will provide comprehensive financial planning, investment guidance, and client relationship management to individuals and families, collaborating with senior advisors to deepen client engagement. Ideal candidates bring 4+ years in financial services, strong knowledge of investment products, and to obtain required licenses (Series 7/66, Life/Health/LTC) within 60

Qualifications

• 4+ years of financial services experience
• Proven ability to cultivate and maintain client relationships and collaborate with partners
• Commitment to goals-based planning and advice
• Understanding of investment products and services
• Knowledge of market performance and trends
• Self-starter with end-to-end ownership and professional client communication
• Licenses: Series 7 and Series 66 required or to be obtained within 60 days; Life/Health/LTC license required or to be obtained within 60 days

Responsibilities

• Provide comprehensive financial planning and advice to clients and families
• Deliver investment solutions and manage a thriving book of business
• Grow relationships by partnering with key stakeholders
• Stay current on investment products and market trends and share updates with clients
• Support proactive and reactive client engagement, including reviews and planning updates
• Collaborate with teammates and cross-functional partners to service clients
• Develop marketing strategies and client events to deepen client relationships

Skills

Client relationship management

Financial planning

Investment products knowledge

Market awareness

Independent / self-starter

Effective communication

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in New York's Wealth Management division seeks a Select Growth Advisor to support Private Client Advisors.

You will provide comprehensive financial planning, investment guidance, and client relationship management to individuals and families, collaborating with senior advisors to deepen client engagement. Ideal candidates bring 4+ years in financial services, strong knowledge of investment products, and to obtain required licenses (Series 7/66, Life/Health/LTC) within 60