J.P. Morgan Wealth Management – Private Client Advisor - Louisville, KY

JPMorgan Chase & Co. • Middletown, KY

2d

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management’s Chase Wealth Management business, you provide comprehensive financial planning and advice to individuals and families, serving clients from those just beginning to save through those with significant wealth. You create an exceptional investor experience by offering advised solutions and referrals to Chase partners to deepen client relationships. The role uses the firm’s investment products, thought leadership, and digital technology to help clients address their financial needs.

The position emphasizes 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 also support colleagues and the bank’s goals while fostering diversity and acting with integrity in clients’ interests.

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 bank’s goals 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 understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about available technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more confident using digital banking options.

Benefits

• Competitive total rewards package, including base salary; 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