J.P. Morgan Wealth Management – Private Client Advisor - Wichita, KS
On-site · Wichita, Kansas, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions. You will educate clients on technology and digital channels, rely on leadership and relationship-building skills, collaborate with Chase partner referrals, and demonstrate a deep understanding of financial markets with integrity and sound business judgement. The role emphasizes relationship management, holistic client needs assessment beyond investments, and guiding clients to monitor, maintain, and manage their investments using digital tools.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
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