Private Client Wealth Advisor: Holistic Planning

Aumni; Louisville (KY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Retirement savings plan

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering exceptional service.

The ideal candidate will have at least 2 years of experience in a financial advisor role along with necessary licenses. A competitive total rewards package is offered, including potential commission and health benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability and commitment to goals-based planning.
• Valid licenses are required or must be obtained within 60 days.

Responsibilities

• Champion teamwork and support bank goals.
• Build and manage a book of business.
• Educate clients on investment solutions and digital tools.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Financial coaching

Digital confidence education

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering exceptional service.

The ideal candidate will have at least 2 years of experience in a financial advisor role along with necessary licenses. A competitive total rewards package is offered, including potential commission and health benefits.