Private Wealth Advisor - Holistic Financial Planning

Next Frontier Capital; Topeka (KS); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will support clients from new savers to high net worth, offering advised solutions and referrals to deepen relationships.

Expect a role centered on fiduciary guidance, a modern technology stack, and a focus on helping clients monitor and grow their investments with integrity and thoughtful service.

Qualifications

• At least 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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 with leadership and relationship-building; focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity to do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want, where they want.

Skills

Client acquisition

Relationship building

Financial planning

Goals-based advice

Series 7 license

Series 66 license

Life/Health/LTC license

Financial market knowledge

Education

Bachelor’s degree

Job description

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will support clients from new savers to high net worth, offering advised solutions and referrals to deepen relationships.

Expect a role centered on fiduciary guidance, a modern technology stack, and a focus on helping clients monitor and grow their investments with integrity and thoughtful service.