JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Louisville, KY (Shively)
Louisville, KY · Full-time · Posted Aug 3, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, builds client relationships, and connects clients with advised solutions and Chase partners.
What you'll do
- Build a book of business and deliver personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about digital tools and channels for managing investments.
- Support teammates and bank goals while fostering diversity and acting with integrity in clients’ interests.
What they ask for
- 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.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative