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Wealth Management: Private Client Advisor

Job in Kansas City, Jackson County, Missouri, 64101, USA
Listing for: JPMorganChase
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A major financial services firm is seeking a Private Client Advisor in Kansas City, Missouri. In this full-time role, you'll provide comprehensive financial planning and solutions to clients, enhance client relationships, and support their financial goals. Ideal candidates have at least 2 years in financial advising, proven success in client acquisition, and must hold a Series 7 and Series 66 license.

The firm values diversity and offers competitive compensation and benefits based on expertise and location.
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