J.P. Morgan Wealth Management – Private Client Advisor - Louisville, KY
On-site · Louisville, Kentucky, United States
Louisville, Kentucky, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as part of Chase Wealth Management; build a book of business and deliver personalized investment solutions; educate clients on technology and digital channels to monitor and manage investments; collaborate with partners to deepen client relationships; uphold integrity and client-focused service while staying informed about financial markets and applicable regulatory requirements.
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
- Demonstrated success in client acquisition, cultivating and maintaining client relationships
- Demonstrated ability and commitment to goals-based planning and advice
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