Elite Private Client Advisor — Wealth & Digital Solutions

JPMorgan Chase; Lexington (KY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Lexington, Kentucky, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individual clients. You will develop personalized investment solutions and support client relationships while promoting a culture of diversity. A bachelor’s degree, along with Series 7 and 66 licenses, are essential for this role. The position offers a competitive compensation package and extensive benefits. Join our team to help clients achieve their financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid and active Series 7 and Series 66 licenses.
• Strong commitment to goals-based planning and advice.

Responsibilities

• Build a book of business with personalized investment solutions.
• Support teammates' success and promote diversity.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Sales and leadership skills

Digital banking proficiency

Education

Bachelor's degree

Job description

A leading financial services firm in Lexington, Kentucky, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individual clients. You will develop personalized investment solutions and support client relationships while promoting a culture of diversity. A bachelor’s degree, along with Series 7 and 66 licenses, are essential for this role. The position offers a competitive compensation package and extensive benefits. Join our team to help clients achieve their financial goals.