Wealth Growth Advisor: Client Strategy & Planning

Testing Site - JPMC; City of Rochester (NY); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. seeks a Select Growth Advisor to support Private Client Advisors in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, helping clients save for goals and grow their wealth.

You will collaborate with senior advisors to deepen client relationships and deliver investment solutions, market insights, and referrals that enhance the client experience. A proactive, client-centric approach is essential.

Formación

• Minimum of 4 years in financial services
• Proven ability to cultivate and maintain client relationships
• Strong goals-based planning and advisory experience
• Understanding of investment products and market trends

Responsabilidades

• Provide comprehensive financial planning and investment advice to individuals and families
• Grow the book of business through relationship management and partner referrals
• Deliver client engagement processes, account reviews, and updated financial plans
• Collaborate with senior advisors and cross-functional teams to deepen client relationships
• Contribute to marketing and client education initiatives, including digital channels

Conocimientos

Client relationship management

Financial planning

Goal-based advice

Investment product knowledge

Market awareness

Self-starter / independent

Effective communication

Educación

Bachelor's degree

Descripción del empleo

JPMorgan Chase & Co. seeks a Select Growth Advisor to support Private Client Advisors in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, helping clients save for goals and grow their wealth.

You will collaborate with senior advisors to deepen client relationships and deliver investment solutions, market insights, and referrals that enhance the client experience. A proactive, client-centric approach is essential.