Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Kansas City (MO); On-site; USD 75,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on building client relationships and delivering personalized services.

Ideal candidates should have at least 2 years of financial advisory experience and possess the necessary licenses. Emphasis is placed on client education and the use of digital tools to enhance investment monitoring.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Track record in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammate success and the bank's goals.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Digital confidence education

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on building client relationships and delivering personalized services.

Ideal candidates should have at least 2 years of financial advisory experience and possess the necessary licenses. Emphasis is placed on client education and the use of digital tools to enhance investment monitoring.