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Private Client Wealth Advisor – Holistic Planning

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Testing Site - JPMC
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 75000 - 120000 USD Yearly USD 75000.00 120000.00 YEAR
Job Description & How to Apply Below

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management in Louisville to deliver comprehensive financial planning for individuals and families. You will build a client book, provide advised investment solutions, and collaborate with partners to deepen client relationships.

The role emphasizes strong relationship management, knowledge of financial markets, and a commitment to fiduciary standards while guiding clients through digital tools for streamlined investing.

Our team is growing, and we are hiring a Private Client Wealth Advisor – Holistic Planning in Louisville, KY, United States.

As a Private Client Wealth Advisor – Holistic Planning, you will play an important part at Testing Site - JPMC in Louisville, KY, United States.

We invite applications for the Private Client Wealth Advisor – Holistic Planning position located in Louisville, KY, United States.

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