J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS ID- 11140
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. Virtual Assistant, No Experience, $42/hr, Remote, Weekend Virtual Assistant, $40/hr, Remote, Weekend, No Degree Live Chat Support, $35/hr, Remote, No Experience Required Phone Job, $50/hr, Remote, No Degree, Part-Time, Weekend Data Entry, $35/hr, Remote, Evening Job, College Student Data Entry, $50/hr, Night Shift, No Degree, Remote Job Weekend Data Entry, $40/hr, Remote, No Experience Live Chat Support, $45/hr, Part-Time, Remote, No Degree Data Entry, $45/hr, Remote, Night Shift, College Student Job Virtual Assistant, No Experience, $42/hr, Remote, Weekend Remote Data Entry, $40/hr, Evening/Night Job, No Experience Data Entry, No Experience, $50/hr, Remote, College Student Virtual Assistant, $42/hr, Evening, Remote, No Degree Virtual Assistant, $40/hr, Remote, No Degree, Night Job Data Entry, $50/hr, Night Job, No Degree, Remote Remote Live Chat, $35/hr, Part-Time, Evening/Night Job Remote Customer Support, $40/hr, No Experience, Part-Time Phone Support, Remote, $50/hr, No Experience, Night Shift Remote Moderator, $40/hr, College Student Friendly, Part-Time Data Entry, Remote, $40/hr, Night Shift, No Degree Virtual Assistant, $40/hr, Remote, No Degree, Night Job Part-Time Customer Support, $40/hr, Remote, College Student Virtual Assistant, $50/hr, Part-Time, Remote, Weekend Job Remote Phone Job, $40/hr, Part-Time, No Experience Required Customer Support, $35/hr, Remote, Evening/Night Job, No Degree Data Entry, $35/hr, Remote, Evening Job, College Student Remote Phone Job, $42/hr, Part-Time, College Student Friendly Remote Moderator, $40/hr, Weekend, No Degree, Part-Time Virtual Assistant, $42/hr, Remote, Weekend, No Degree Virtual Assistant, $45/hr, No Experience, Remote, Night Job Remote Data Entry, $45/hr, No Degree, Night Shift Data Entry, $40/hr, Remote, Night Shift, College Student Job Virtual Assistant, $40/hr, Evening, Remote, No Degree Remote Customer Support, $45/hr, Part-Time, College Student Virtual Assistant, Remote, $35/hr, Part-Time, Night Shift Data Entry, Remote, $40/hr, Night Shift, No Degree Customer Support, $40/hr, Remote, Evening, No Experience Phone Job, $50/hr, Remote, No Degree, Part-Time, Weekend Phone Job, $35/hr, Remote, Part-Time, College Student Phone Support, Remote, $50/hr, No Experience, Part-Time Virtual Assistant, $45/hr, Remote, No Experience, Night Job Virtual Assistant, $35/hr, Remote, Part-Time, Evening Job Virtual Assistant, Remote, $40/hr, Weekend, No Experience Customer Support, $40/hr, Remote, Part-Time, No Degree Live Chat Support, $50/hr, Remote, No Experience Required Remote Data Entry, No Experience, $40/hr, Part-Time Virtual Assistant, $40/hr, No Experience, Remote, Night Job Data Entry, $40/hr, No Experience, Remote, Weekend Job Phone Job, $50/hr, Remote, Part-Time, College Student Virtual Assistant, $42/hr, Remote, No Experience, Evening Remote Phone Support, $45/hr, Evening, No Experience Required Remote Customer Support, $42/hr, Night Job, No Experience Remote Moderator, $45/hr, No Degree, Weekend Job, Part-Time Remote Customer Support, $45/hr, No Experience, Part-Time Remote Live Chat, $42/hr, Weekend, No Degree, Part-Time Customer Support, $40/hr, Remote, Part-Time, No Degree Customer Support, $35/hr, Night Job, Remote, No Experience Virtual Assistant, $40/hr, Weekend, College Student, Remote Phone Support, $45/hr, Remote, No Experience, Evening Job Customer Support, $40/hr, Remote, Evening, No Experience Virtual Assistant, $50/hr, Part-Time, Remote, Weekend Job Remote Data Entry, $40/hr, Part-Time, No Degree Required Live Chat Support, $45/hr, Weekend, Remote, College Student Remote Data Entry, $42/hr, Evening/Night Job, No Experience Remote Moderator, $35/hr, No Degree, Weekend, Part-Time Phone Support, Remote, $50/hr, No Experience, Night Shift Data Entry, $45/hr, Remote, Evening, No Experience Required
Nice-to-haves
- Certified Financial Planning (CFP®) certification is preferred.
- Bachelor's degree preferred.
