Select Growth Advisor

Role Overview

As a Select Growth Advisor, you will offer comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from those just starting to save to those with significant wealth.

What You Will Do

You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships, deliver personalized investment solutions to clients, and foster a client-centric planning process.

Why It Might Be a Fit

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.

Requirements

• A minimum of 4 years of financial services experience
• Demonstrated success in cultivating and maintaining client relationships
• Demonstrated ability and commitment to goals-based planning and advice
• Understanding of investment products and services
• Understanding of market performance and market trends
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license
• Valid and active Life, Health and Long Term Care Insurance license

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching