Strategic Wealth Planner & Relationship Advisor

Next Frontier Capital; Wichita (KS); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build a book of business, educate clients on digital tools, and partner with specialists to deepen relationships.

The role emphasizes integrity, client-centric service, and applying knowledge of financial markets to meet clients’ goals across various investment solutions.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must obtain within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.
• CFP certification is preferred but not required.
• Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Engage with clients to educate on technology and channels for monitoring investments.
• Maintain integrity and client-centric service while collaborating with partners.

Skills

2+ years experience

Series 7

Series 66

Life/Health/LTC license

Goals-based planning

Relationship-building

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Financial planning software

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build a book of business, educate clients on digital tools, and partner with specialists to deepen relationships.

The role emphasizes integrity, client-centric service, and applying knowledge of financial markets to meet clients’ goals across various investment solutions.