Wealth Advisor | Private Client & Planning

JPMorgan Chase & Co.; Topeka (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 deliver comprehensive financial planning and advice to individuals and families. You will build client relationships, offer advised solutions, and leverage Chase partner referrals to deepen engagement.

You will guide clients through holistic financial planning, monitor markets, and promote digital channels for investing, while upholding integrity and fiduciary standards to meet client needs.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license obtained within 60 days of starting.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Demonstrate integrity and focus on doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments and stay digitally confident.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advising

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build client relationships, offer advised solutions, and leverage Chase partner referrals to deepen engagement.

You will guide clients through holistic financial planning, monitor markets, and promote digital channels for investing, while upholding integrity and fiduciary standards to meet client needs.