Wealth Advisor: Personal Finance & Digital Solutions

Next Frontier Capital; Louisville (KY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Louisville, KY, is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lifelong relationships and offering tailored investment solutions.

You will acquire clients, manage a book of business, and collaborate with partners to deliver holistic financial guidance while maintaining the highest standards of integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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’ 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 acquisition

Relationship management

Financial advising

Regulatory licensing

Sales goals

Education

Series 7

Series 66 (63/65)

Life, Health & LTC Insurance license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. in Louisville, KY, is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lifelong relationships and offering tailored investment solutions.

You will acquire clients, manage a book of business, and collaborate with partners to deliver holistic financial guidance while maintaining the highest standards of integrity and service.