Private Client Advisor – Holistic Wealth & Relationships

Fairygodboss; Topeka (KS); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships and deliver personalized investment solutions while leveraging digital tools for client engagement.

Role requires licenses (Series 7/66, life/health/LTC) and a focus on goals-based planning, compliance, and exceptional client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.
• Knowledge of goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates' success and foster a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.

Skills

Client relationships

Financial planning

Investment knowledge

Digital channels

Relationship management

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships and deliver personalized investment solutions while leveraging digital tools for client engagement.

Role requires licenses (Series 7/66, life/health/LTC) and a focus on goals-based planning, compliance, and exceptional client service.