J.P. Morgan Wealth Management – Private Client Advisor - Kansas City, Missouri

Location: Kansas City, MO, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Kansas City, Missouri branch. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative platforms to provide holistic financial planning, including investment strategies, retirement planning, and legacy preservation. This position offers the opportunity to build lasting client relationships in a dynamic, supportive environment while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial objectives and crafting personalized advice that aligns with J.P. Morgan's commitment to excellence in wealth management. You will collaborate with cross-functional teams, including investment bankers and specialists, to offer integrated services such as access to alternative investments, lending, and philanthropy advisory. In the Kansas City market, you will engage in proactive client acquisition through local networking and referrals, ensuring compliance with all regulatory requirements while driving portfolio growth and client satisfaction. We value professionals who thrive in a client-centric culture and are passionate about empowering wealth creation. This role demands a blend of technical expertise and interpersonal skills to navigate complex financial landscapes. Join J.P. Morgan Wealth Management to advance your career, make a meaningful impact on clients' lives, and be part of a firm renowned for its integrity, innovation, and unwavering focus on long-term success in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Kansas City branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with internal teams, such as investment specialists and bankers, to deliver holistic wealth management solutions
• Prospect and acquire new clients through networking, referrals, and community involvement in the Kansas City market
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan Chase regulatory standards
• Monitor client portfolios and market conditions to recommend timely adjustments and risk management strategies
• Educate clients on J.P. Morgan's suite of products, including alternative investments and lending solutions
• Track and report on client portfolio performance, aiming to meet or exceed growth targets

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of developing and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Kansas City, Missouri, with flexibility for local travel

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, or similar large financial institutions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Kansas City area
• Prior success in asset gathering and portfolio management exceeding $50M in AUM

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• CRM software proficiency (e.g., Salesforce)
• Knowledge of tax and estate planning
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration and networking

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to Kansas City

JP Morgan Chase is an equal opportunity employer.