Private Client Advisor: Wealth Planning & Digital

JPMorgan Chase & Co.; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

The role focuses on building client relationships, offering advised solutions, and partnering with the bank’s ecosystem to deepen client engagement. The position emphasizes knowledge of financial markets, goals-based planning, and delivering an exceptional investor experience while supporting a diverse client base and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship development.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank's goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity, doing right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial services experience

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

The role focuses on building client relationships, offering advised solutions, and partnering with the bank’s ecosystem to deepen client engagement. The position emphasizes knowledge of financial markets, goals-based planning, and delivering an exceptional investor experience while supporting a diverse client base and