Private Client Advisor: Wealth Management & Client Growth

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

Job summary

J.P. Morgan Wealth Management in Topeka/Manhattan, KS, is seeking a Private Client Advisor to deliver tailored investment advice and financial planning to individuals and families.

You will grow a client book, collaborate with partners, and provide exceptional service across digital and in-branch channels. The role requires/encourages relevant FINRA licenses (Series 7, 66) and Life/Health/LTC credentials, with a focus on goals-based planning, integrity, and client education about digital tools

Qualifications

• Minimum 2 years in a financial advisor role or equivalent.
• Active FINRA licenses (Series 7 and Series 66) or ability to obtain within 60 days.
• Life, Health and LTC license or ability to obtain within 60 days.

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

Relationship-building

Sales skills

Client service

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Wealth Management in Topeka/Manhattan, KS, is seeking a Private Client Advisor to deliver tailored investment advice and financial planning to individuals and families.

You will grow a client book, collaborate with partners, and provide exceptional service across digital and in-branch channels. The role requires/encourages relevant FINRA licenses (Series 7, 66) and Life/Health/LTC credentials, with a focus on goals-based planning, integrity, and client education about digital tools