Private Wealth Advisor: Personal Client Partner

JPMorganChase; Louisville (KY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families in Louisville, KY. You will help clients save, grow and protect wealth while building trusted relationships and leveraging partner referrals.

The role emphasizes client-centric advisory services, a strong compliance foundation, and the use of digital tools to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates's success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial advising

Client relationships

Goals-based planning

Series 7

Series 66

Life/Health/Long Term Care lic.

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families in Louisville, KY. You will help clients save, grow and protect wealth while building trusted relationships and leveraging partner referrals.

The role emphasizes client-centric advisory services, a strong compliance foundation, and the use of digital tools to enhance the investor experience.