Private Wealth Advisor: Holistic Planning & Digital Solutions

Testing Site - JPMC; Louisville (KY); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Louisville, KY is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment advice to individuals and families, shaping an exceptional investor experience through advised solutions and Chase referrals.

You will rely on leadership and relationship-building skills to grow a book of business, stay current with financial markets, and uphold the highest integrity while helping clients monitor and manage their investments through

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Successful client acquisition and relationship management with key partners.
• Commitment to goals-based planning and advice; adherence to industry regulations.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and investment advice.
• Demonstrate understanding of financial markets and sound business judgement.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

CFP certification (preferred)

Licenses: Series 7

Licenses: Series 66 (63/65)

Licenses: Life, Health and LTC

Job description

J.P. Morgan Chase in Louisville, KY is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment advice to individuals and families, shaping an exceptional investor experience through advised solutions and Chase referrals.

You will rely on leadership and relationship-building skills to grow a book of business, stay current with financial markets, and uphold the highest integrity while helping clients monitor and manage their investments through