Wealth Growth Advisor: Personal Planning & Investments

Aumni; Boca Raton (FL); On-site; USD 90,000 - 180,000; Full time

Job summary

Chase Wealth Management is seeking a Select Growth Advisor to Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. The role requires licenses (Series 7/66, Life/Health/LTC) or timelines to obtain them, along with a strong focus on relationships, strategic planning, and collaboration with senior advisors.

The position emphasizes growth of client assets, cross-functional teamwork, and a commitment to integrity while staying

Qualifications

• Minimum of 4 years in financial services.
• Experience cultivating and maintaining client relationships with partners.
• Commitment to goals-based planning and advice.
• Understanding of investment products and services.
• Knowledge of market performance and trends.
• Self-starter able to own end-to-end tasks and communicate professionally with clients and teams.
• Active Series 7 license required or must be obtained within 60 days.
• Active Series 66 license required or must be obtained within 60 days.
• Active Life, Health and LTC licenses required or must be obtained within 60 days.

Responsibilities

• Provide comprehensive financial planning and advice to individuals and families.
• Support growth of a client book through relationship management and partner referrals.
• Demonstrate understanding of markets and sound business judgement.
• Maintain integrity and client-centric planning.
• Stay current on investment products and services and share updates with clients.
• Deliver proactive and reactive client engagement including reviews and planning updates.
• Offer holistic financial coaching beyond investments.
• Develop and implement marketing strategies and client events.
• Embrace digital tools to enhance client engagement and digital confidence.
• Collaborate with teammates and cross-functional partners to achieve goals.

Skills

Client relationship building

Goals-based planning

Investment products knowledge

Market understanding

Self-starter / end-to-end ownership

Client communication

Teamwork and collaboration

Education

Bachelor’s degree

CFP® or WMCP preferred

Series 7 license

Series 66 license

Life, Health & LTC license

Job description

Chase Wealth Management is seeking a Select Growth Advisor to Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. The role requires licenses (Series 7/66, Life/Health/LTC) or timelines to obtain them, along with a strong focus on relationships, strategic planning, and collaboration with senior advisors.

The position emphasizes growth of client assets, cross-functional teamwork, and a commitment to integrity while staying