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J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS ID- 11139

About the position

As a Private Client Advisor at J.P. Morgan Wealth Management, you will play a crucial role in providing comprehensive financial planning and investment advice to a diverse range of clients, from those just starting to save to high-net-worth individuals. Your primary focus will be on building strong client relationships and delivering personalized investment solutions while leveraging cutting-edge digital technology to enhance the client experience. This position emphasizes a commitment to diversity and inclusion, as well as a passion for educating clients about their financial options.

Responsibilities

  • Champion and support 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 clients through relationship management.
  • Demonstrate a deep understanding of financial markets and sound business judgment.
  • Exhibit unwavering integrity by prioritizing clients' best interests at every opportunity.
  • Educate clients on available technology and channels to better manage their investments.
  • Provide a holistic view of clients' needs and offer financial coaching beyond investments.
  • Embrace digital innovations to enhance clients' banking experience.

Requirements

  • At least 2 years in a Financial Advisor role or equivalent financial services experience.
  • Demonstrated success in client acquisition and maintaining client relationships.
  • Ability and commitment to goals-based planning and advice.
  • A valid and active Series 7 license is required.
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting the role.
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting the role.
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Nice-to-haves

  • Certified Financial Planning (CFP®) certification is preferred.
  • Bachelor's degree preferred.
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Common Interview Questions And Answers

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