J.P. Morgan Wealth Management – Private Client Advisor - Louisville, KY (Shively)
On-site · Louisville, Kentucky, United States
Job Summary
Private Client Advisor in Chase Wealth Management based in Louisville, KY, delivering comprehensive financial planning and personalized investment solutions to individuals and families. Responsibilities include building a book of business, leveraging leadership and relationship-building skills, guiding clients through financial markets with sound judgment, educating clients on digital tools, and providing holistic financial coaching beyond investments. Requires strong client relationships, goals-based planning, and the ability to work with partners to deepen client relationships; licenses and regulatory qualifications are required or must be obtained within a defined period. Preferred CFP certification and Bachelor’s degree.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.