J.P. Morgan Wealth Management – Select Growth Advisor - Wheaton, IL

Job description

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 cal...