Private Client Advisor, Wealth Planning & Growth

Testing Site - JPMC; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Louisville seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will support a wide range of clients, from new savers to those with significant wealth, offering advised solutions and referrals to deepen relationships. You will build a book of business, collaborate with specialists, and help clients monitor and adjust strategies using our digital platforms to meet

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or obtained within 60 days of starting.

Responsibilities

• Offer comprehensive financial planning and advice to individuals and families.
• Build a book of business and deliver personalized investment solutions via leadership and relationships.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide holistic client needs review and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank anytime, anywhere.

Skills

Financial advisor

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase in Louisville seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will support a wide range of clients, from new savers to those with significant wealth, offering advised solutions and referrals to deepen relationships. You will build a book of business, collaborate with specialists, and help clients monitor and adjust strategies using our digital platforms to meet