Private Client Advisor: Wealth Planning & Client Growth

JPMorgan Chase & Co.

Louisville (KY)

On-site

USD 85,000 - 120,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Louisville, KY is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, helping them meet short- and long-term goals.

You will build a book of business, rely on relationship-building skills, and offer customized investment solutions while coordinating with Chase partners. A focus on digital tools and ethical client service is essential; licenses include Series 7, Series 66, and Life/Health/LTC

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Active Series 7 and Series 66 (63/65) licenses required or must be obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
Demonstrate a deep understanding of financial markets and sound business judgement.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Embrace digital innovations to help clients monitor, manage, and access their investments.
Exhibit integrity and ensure best interests of clients in all interactions.