J.P. Morgan Wealth Management – Private Client Advisor - Wichita, 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 dynamic team in the Kansas City, MO branch, with a focus on serving clients in the Wichita and surrounding Missouri areas. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's world-class resources, including advanced investment tools and research from our global network, you will guide clients through complex financial decisions, from retirement planning to estate strategies, all while fostering trust and loyalty in a client-centric environment. This position is ideal for a seasoned professional passionate about the financial services industry and committed to the J.P. Morgan Chase values of integrity, excellence, and innovation. In this role, you will conduct in-depth client consultations to assess financial needs, recommend tailored investment portfolios using J.P. Morgan's proprietary products, and ensure seamless execution of wealth management strategies. You will collaborate closely with branch colleagues, including bankers and specialists, to provide holistic solutions that integrate banking, lending, and advisory services. Compliance and ethical standards are paramount; you will adhere to all regulatory requirements while utilizing J.P. Morgan's robust technology platforms to track performance and deliver insightful market updates. Success in this position requires a proactive approach to client acquisition through networking in the local Kansas City community and a dedication to ongoing professional growth within one of the world's leading financial institutions. J.P. Morgan Wealth Management offers an unparalleled platform for career advancement, with opportunities to specialize in areas like sustainable investing or high-net-worth advisory. Joining our team means becoming part of a supportive culture that prioritizes work-life balance, diversity, and inclusion. If you have a proven track record in financial advising and a drive to make a meaningful impact on clients' financial futures, we invite you to bring your expertise to J.P. Morgan Chase and contribute to our mission of empowering wealth creation in the heart of Missouri.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Wichita and Kansas City areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including asset allocation, retirement planning, and estate strategies
• Recommend and implement J.P. Morgan investment products, such as mutual funds, ETFs, and alternative investments
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Ensure compliance with FINRA, SEC, and internal J.P. Morgan policies in all advisory activities
• Prospect and acquire new clients through community engagement, referrals, and branch networking
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's digital wealth tools
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a fast-paced, branch-based environment serving high-net-worth individuals
• Valid driver's license and willingness to travel within the Kansas City metropolitan area

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Previous success in asset gathering and portfolio management for private clients
• Knowledge of estate planning, retirement strategies, and tax-efficient investing
• Bilingual proficiency in English and Spanish to serve diverse client bases in Missouri

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Digital literacy for wealth management platforms
• Market research and economic forecasting
• Team collaboration and leadership

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 up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for qualifying candidates moving to the Kansas City area

JP Morgan Chase is an equal opportunity employer.