J.P. Morgan Wealth Management - Select Growth Advisor - Boca Raton, FL

JPMorgan Chase • Boca Raton, FL • 16h ago

As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.

Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills. Through a focus on relationship management, you should be able to grow the practice

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

Required qualifications, capabilities, and skills

A minimum of 4 years of financial services experience

Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners

Demonstrated ability and commitment to goals-based planning and advice

Demonstrated understanding of investment products and services

Understanding of market performance and market trends

Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.

A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification is preferred

Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Similar Jobs

Customer Service Associate

Walgreens • Coconut Creek, FL • 3h ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

3h ago

Go to Apply

Customer Service Representative

U-Haul • Margate, FL • 3h ago

Management & Administrative

Location: 1700 N State Rd 7, Margate, Florida 33063 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Rep...

3h ago

Go to Apply

HRIS Manager

Robert Half • Boca Raton, FL • 3h ago

Management & Administrative

Description Role Summary We are seeking a highly capable HR leader to design, implement, and lead a modern people operations function within a growing construction and real estate development organization. This role is i...

3h ago

Go to Apply

Territory Account Manager

EquipmentShare • West Palm Beach, FL • 4h ago

Management & Administrative

Build the Future with Us - EquipmentShare is Hiring a Territory Account Manager At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something that's never been built b...

4h ago

Go to Apply

Administrative Assistant

Aston Carter • Fort Lauderdale, FL • 4h ago

Management & Administrative

Aston Carter is hiring for an Administrative Assistant! Job Description In the role of Administrative Assistant, you will play a crucial role in ensuring the smooth operation of our office. Your responsibilities will enc...

4h ago

Go to Apply

Director of Procurement

Omni Hotels • Fort Lauderdale, FL • 5h ago

Management & Administrative

Overview Fort Lauderdale Hotel Opening in Fall 2025, Omni Fort Lauderdale will provide South Florida with 120,000 square feet of event space, new food and beverage options, a Natural Spring inspired full-service spa and...

5h ago

Go to Apply

Customer Service Associate I

Dollar Tree • Dania, FL • 5h ago

Management & Administrative

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommend...

5h ago

Go to Apply

Port Traffic Security Officer

Allied Universal • Fort Lauderdale, FL • 1d ago

Management & Administrative

Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative...

1d ago

Go to Apply

Customer Service Associate

Walgreens • Fort Lauderdale, FL • 1d ago

Management & Administrative

1d ago

Go to Apply

Customer Service Associate

Walgreens • Fort Lauderdale, FL • 1d ago

Management & Administrative

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.