J.P. Morgan Wealth Management – Private Client Advisor - IN-66 and Bell Road

JPMorgan Chase & Co. • Lexington, KY

1d

About The Position

As a Private Client Advisor in Chase Wealth Management, you provide comprehensive financial planning and advice to individuals and families, serving clients from those just starting to save to those with significant wealth. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role represents the J.P. Morgan brand and uses its investment products, thought leadership, and digital technology to help clients meet their financial needs.

The position focuses on relationship management rather than portfolio management. You build a book of business, provide personalized investment solutions and holistic financial coaching, and help clients use digital tools and channels to monitor and manage their investments. You collaborate with teammates and partners while supporting the bank’s goals and a culture of diversity.

Requirements

• 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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
• Valid and active Life, Health, and Long Term Care Insurance license, or ability to obtain it within 60 days of starting as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, focusing consistently on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about technology and channels that help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.

Benefits

• Competitive total rewards package with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed