Wealth Advisor - Holistic, Client-First Planning

Aumni; Louisville (KY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment solutions. Candidates should have at least 2 years of financial advisory experience and hold relevant licenses. The position emphasizes client relationship management and fosters a culture of diversity and integrity.

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.
• Commitment to goals-based planning and advice.
• Valid and active Series 7.
• Valid and active Series 66 or must be obtained within 60 days as condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license required or must obtain within 60 days.

Responsibilities

• Provide comprehensive financial planning and advice to individuals and families.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment options.
• Foster a culture of diversity and support your teammates’ success.
• Demonstrate understanding of financial markets.

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment solutions. Candidates should have at least 2 years of financial advisory experience and hold relevant licenses. The position emphasizes client relationship management and fosters a culture of diversity and integrity.