Wealth Growth Advisor: Strategic Client Planning

JPMorgan Chase & Co.; East White Plains (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Select Growth Advisor to a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, growing a thriving book of business through relationship management and top-tier investor service. You will collaborate with senior advisors, stay current on investment products, manage client expectations during volatility, and expand our client-centric planning approach with

Qualifications

• A minimum of 4 years of financial services experience.
• Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Understanding of investment products and market trends.
• A valid Series 7, Series 66 and Life, Health and Long Term Care licenses or must be obtained within 60 days.

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

Financial analysis

Market knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. in New York is seeking a Select Growth Advisor to a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, growing a thriving book of business through relationship management and top-tier investor service. You will collaborate with senior advisors, stay current on investment products, manage client expectations during volatility, and expand our client-centric planning approach with