Wealth Advisor: Build Trusted Client Relationships

JPMorgan Chase & Co.; Wichita (KS); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and manage strong client relationships, leveraging technology to enhance the client experience and deliver superior service. Ideal candidates have 2+ years as a Financial Advisor, active licenses (Series 7, Series 66), and Life/Health/LTC certifications or plans to obtain them within 60

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.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels for monitoring and managing investments.
• Maintain the highest standards of integrity and client service.

Skills

Client acquisition

Relationship-building

Financial planning

Financial markets knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC licenses

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and manage strong client relationships, leveraging technology to enhance the client experience and deliver superior service. Ideal candidates have 2+ years as a Financial Advisor, active licenses (Series 7, Series 66), and Life/Health/LTC certifications or plans to obtain them within 60