Wealth Advisor – Client Growth & Digital Solutions

Testing Site - JPMC; Louisville (KY); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co in Louisville, KY seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, supporting a broad client base from new savers to high-net-worth clients. You will foster client relationships, deliver advised solutions, and leverage Chase referrals to deepen engagement.

You will work to build a robust book of business while staying focused on relationship management, education, and digital tools to empower clients to monitor

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license is required.
• 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.
• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support your teammates’ 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

Client relationship management

Goals-based planning

Financial markets knowledge

Sales & business development

Education

Bachelor's degree

Job description

JPMorgan Chase & Co in Louisville, KY seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, supporting a broad client base from new savers to high-net-worth clients. You will foster client relationships, deliver advised solutions, and leverage Chase referrals to deepen engagement.

You will work to build a robust book of business while staying focused on relationship management, education, and digital tools to empower clients to monitor