Wealth Planning & Client Advisor

JPMorganChase; Lexington (KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Kentucky is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will foster strong client relationships and support their financial needs, focusing on educating clients and leveraging digital tools. Candidates should have at least 2 years of experience in a Financial Advisor role and hold the necessary licenses. This position offers competitive compensation and a strong commitment to diversity and inclusion.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates and the goals of the bank while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for monitoring investments.

Skills

Client acquisition

Relationship management

Financial coaching

Diversity support

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Kentucky is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will foster strong client relationships and support their financial needs, focusing on educating clients and leveraging digital tools. Candidates should have at least 2 years of experience in a Financial Advisor role and hold the necessary licenses. This position offers competitive compensation and a strong commitment to diversity and inclusion.