Wealth Advisor — Private Client, Relationship Focus

Next Frontier Capital; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted client relationships and deliver personalized investment solutions with guidance from senior partners.

The role emphasizes goals-based planning, deep market understanding, and a commitment to integrity, with opportunities to leverage digital channels for client engagement and education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Strong track record 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 license and Series 66 (63/65) or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be 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 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.
• Educate clients on the technology and channels available 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 become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Financial markets understanding

Integrity

Excellent communication

Series 7

Series 66

Life/Health/LTC licenses

CFP certification

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted client relationships and deliver personalized investment solutions with guidance from senior partners.

The role emphasizes goals-based planning, deep market understanding, and a commitment to integrity, with opportunities to leverage digital channels for client engagement and education.