Wealth Advisor: Private Client & Digital Solutions

JPMorgan Chase & Co.; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Louisville seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow client relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen engagement.

The role emphasizes integrity, client-centric service, and leveraging digital tools to empower clients to monitor and manage their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and partnering with teams.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66, Life, Health, Long Term Care.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Provide financial coaching and educate clients on technology and digital channels to monitor investments.
• Embrace digital innovations to enhance client experiences and access.

Skills

Financial advisory

Client acquisition

Relationship management

Goals-based planning

Strong financial literacy

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Louisville seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow client relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen engagement.

The role emphasizes integrity, client-centric service, and leveraging digital tools to empower clients to monitor and manage their investments.