Private Client Advisor: Wealth Planning & Digital Guidance

Testing Site - JPMC; Kansas City (MO); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in Kansas City is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families, helping clients save for goals and manage wealth with trusted advice and digital tools.

The role emphasizes relationship building, collaboration with partners, fiduciary standards, and educating clients on technology channels to monitor and adjust investments.

Qualifikationen

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtain within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting in role.

Aufgaben

• 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 clients focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of 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.

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Ausbildung

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Jobbeschreibung

J.P. Morgan Chase in Kansas City is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families, helping clients save for goals and manage wealth with trusted advice and digital tools.

The role emphasizes relationship building, collaboration with partners, fiduciary standards, and educating clients on technology channels to monitor and adjust investments.