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Chase · 1 day ago

J.P. Morgan Wealth Management – Select Growth Advisor - Findlay, OH

1917 Tiffin Ave, Findlay, OH, 45840, US

Full-time

Onsite

Mid Level

4+ years exp

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. As a Select Growth Advisor, you will provide comprehensive financial planning and advice to clients, supporting their investment needs while fostering strong relationships and delivering personalized solutions.

BankingFinancial Services

Responsibilities

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

Qualification

Financial services experienceClient relationship managementInvestment products knowledgeFinancial planning strategiesMarket performance understandingSeries 7 licenseSeries 66 licenseLifeHealth Insurance licenseAnalytical skillsDigital innovationMarketing strategyBachelor's degreeCFPWMCP certificationTeam collaborationCommunication skillsSelf-starter

Required

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