Private Client Wealth Advisor – Holistic Planning

Testing Site - JPMC; Louisville (KY); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management in Louisville to deliver comprehensive financial planning for individuals and families. You will build a client book, provide advised investment solutions, and collaborate with partners to deepen client relationships.

The role emphasizes strong relationship management, knowledge of financial markets, and a commitment to fiduciary standards while guiding clients through digital tools for streamlined investing.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow a client base and collaborate with key partners.
• Demonstrated commitment to goals-based planning and financial advice.
• Active Series 7 license.
• Active Series 66 (63/65) required or must be obtained within 60 days of starting.

Responsibilities

• Build and manage a book of business, delivering personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of markets and prudent business judgment.
• Uphold highest integrity, doing right by clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' financial needs beyond investments.
• Leverage digital tools to enable clients to bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity & ethics

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management in Louisville to deliver comprehensive financial planning for individuals and families. You will build a client book, provide advised investment solutions, and collaborate with partners to deepen client relationships.

The role emphasizes strong relationship management, knowledge of financial markets, and a commitment to fiduciary standards while guiding clients through digital tools for streamlined investing.