Wealth Advisor for Private Clients

TwinThread; 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

Backup childcare

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial planning and advice to clients. In this role, you will build strong client relationships and provide personalized investment solutions.

Qualified candidates should have at least 2 years of experience in a financial advisory role, along with necessary licenses. The position offers a competitive rewards package and is rooted in a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment channels.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

Certified Financial Planner (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 in Louisville, Kentucky, to deliver comprehensive financial planning and advice to clients. In this role, you will build strong client relationships and provide personalized investment solutions.

Qualified candidates should have at least 2 years of experience in a financial advisory role, along with necessary licenses. The position offers a competitive rewards package and is rooted in a commitment to diversity and inclusion.