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