Private Client Advisor: Build Wealth & Relationships

JPMorganChase; Topeka (KS); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families. You will interact with clients across a broad range of investment solutions and leverage our digital platforms to enhance the investor experience, delivering personalized guidance in a dynamic, client-centric environment.

You will build lasting relationships, educate clients on market developments, and coordinate with

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Must hold or obtain Series 7 and Series 66 licenses within 60 days.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.
• Experience with goals-based planning and comprehensive financial advice.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Financial market knowledge

Regulatory compliance

Communication skills

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families. You will interact with clients across a broad range of investment solutions and leverage our digital platforms to enhance the investor experience, delivering personalized guidance in a dynamic, client-centric environment.

You will build lasting relationships, educate clients on market developments, and coordinate with