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Private Client Advisor: Wealth Planning & Client
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-09-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. in Louisville, KY is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, helping them meet short- and long-term goals.
You will build a book of business, rely on relationship-building skills, and offer customized investment solutions while coordinating with Chase partners. A focus on digital tools and ethical client service is essential; licenses include Series 7, Series 66, and Life/Health/LTC
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