Wealth Growth Advisor – Private Client Solutions

Testing Site - JPMC; Wichita (KS); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Wichita, KS. You will provide comprehensive financial planning and advice to individuals and families, building a robust book of business while delivering personalized investment solutions.

Ideal candidates bring 2+ years in a financial advisory role, a strong track record in client acquisition, and active Series 7/66 licenses with Life/Health/LTC licenses. CFP preferred; Bachelor's degree preferred.

Qualifikationen

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven ability to acquire clients and build relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license required or within 60 days of start.
• Active Life, Health, and Long Term Care insurance licenses or within 60 days of start.

Aufgaben

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate robust understanding of financial markets and sound judgement.
• Maintain client integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to support clients’ banking needs.

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Digital channel use

Ausbildung

Bachelor’s degree

CFP certification (preferred)

Jobbeschreibung

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Wichita, KS. You will provide comprehensive financial planning and advice to individuals and families, building a robust book of business while delivering personalized investment solutions.

Ideal candidates bring 2+ years in a financial advisory role, a strong track record in client acquisition, and active Series 7/66 licenses with Life/Health/LTC licenses. CFP preferred; Bachelor's degree preferred.