Private Client Advisor

Job Description

J.P. Morgan Wealth Management – Private Client Advisor | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Topeka. JPMorgan Chase is dedicated to helping clients, taking care of employees, building relationships, and delivering extraordinary customer service, all while maintaining a strong commitment to diversity and inclusion. This role is front and center, representing the J.P. Morgan brand and interacting with clients to offer the best investment solutions using a broad investment product platform, thought leadership, and cutting-edge digital technology. You will provide comprehensive financial planning and advice to a wide range of individuals and families, ensuring an exceptional investor experience.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Topeka

• Mission: Offer the best investment solutions and comprehensive financial planning to meet clients’ financial needs and provide an exceptional investor experience.
• Tech Stack: Digital technology platforms for client monitoring and management.

What You’ll Actually Do
• Client Relationship Management: Build a book of business and cultivate strong client relationships by relying on leadership and relationship-building skills, consistently focusing on relationship management over portfolio management.
• Financial Planning & Advice: Offer comprehensive financial planning and advice to individuals and families, delivering personalized investment solutions to meet their financial needs.
• Digital Client Empowerment: Educate clients on available technology and digital innovations to help them monitor, maintain, and confidently handle their investments when, where, and how they want.
• Holistic Financial Coaching: Provide a holistic view of clients’ needs, offering financial coaching beyond investments and making Chase partner referrals to deepen client relationships.
• Team & Bank Advocacy: Champion and support your teammates’ success and the goals of the bank, while actively fostering a culture of diversity and inclusion.

The Must-Haves
• Background: A professional with at least 2 years of experience in a Financial Advisor role or equivalent financial services capacity.
• Experience: Demonstrated success in client acquisition, cultivating and maintaining client relationships, and effectively integrating with key partners. Proven ability and commitment to goals-based planning and delivering sound financial advice.
• Skills: Required active Series 7 license; required active Series 66 (63/65) license or ability to obtain within 60 days of starting; required active Life, Health and Long Term Care Insurance license or ability to obtain within 60 days of starting. Deep understanding of financial markets, sound business judgment, and unwavering integrity.
• Bonus: Certified Financial Planning (CFP®) certification is preferred. A Bachelor’s degree is also preferred.