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, will offer comprehensive financial planning and investment solutions to individuals and families, build a book of business through relationship management, and leverage digital tools to enhance client experience. The role emphasizes understanding financial markets, integrity in client service, and educating clients on technology and channels to monitor investments, with licensing requirements including Series 7, Series 66, and Life/Health/LTC insurance licenses; CFP is preferred and a Bachelor’s degree is suggested. Strong emphasis on client acquisition, ongoing relationship management, and collaboration with partners.
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
- A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment
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