J.P. Morgan Wealth Management – Private Client Advisor - Louisville, KY
On-site · Louisville, Kentucky, United States
Louisville, Kentucky, United StatesOn-siteFull TimeMid LevelNo RequirementFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
No Requirement
Company size
Enterprise
Industry
Financial Services
Job Summary
Provide comprehensive financial planning and advice to individuals and families as a Private Client Advisor in Chase Wealth Management; build a book of business and deliver personalized investment solutions with a focus on relationship management, integrity, and educating clients on technology and digital channels to monitor and manage investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) 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 or must be obtained within 60 days of starting in the role as a condition of employment
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