Wealth Advisor: Personal Investing & Planning

JPMorgan Chase & Co.; Wichita (KS); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide invested solutions, and leverage digital channels to enhance the client experience.

The role emphasizes relationship management, client coaching beyond investments, and collaboration with partners to deepen client needs. A focus on integrity and personalized service is essential.

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.
• Licensing required or obtained within 60 days: Series 7, Series 66, Life/Health/LTC insurance.

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 to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide invested solutions, and leverage digital channels to enhance the client experience.

The role emphasizes relationship management, client coaching beyond investments, and collaboration with partners to deepen client needs. A focus on integrity and personalized service is essential.