Wealth Advisor: Private Client Planning

Aumni; Louisville (KY); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Base salary and potential incentive-/-

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families across a broad range of needs.

You will nurture client relationships, collaborate with partners, and help clients monitor and adjust their portfolios using digital tools. The role emphasizes relationship management, integrity, and a commitment to diversity while offering a competitive total rewards package

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) licenses required or to be obtained within 60 days of start.
• Active Life, Health and Long-Term Care Insurance license required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Assist clients in monitoring, maintaining, and adjusting investments using digital tools.

Skills

Client relationship building

Financial markets knowledge

Relationship-based planning

Digital tools proficiency

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families across a broad range of needs.

You will nurture client relationships, collaborate with partners, and help clients monitor and adjust their portfolios using digital tools. The role emphasizes relationship management, integrity, and a commitment to diversity while offering a competitive total rewards package