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

Location: Louisville, KY, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Louisville, KY branch team. In this client-facing role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and innovative platforms, you will help clients navigate complex financial landscapes, from investment strategies and retirement planning to estate and tax optimization. This position offers the opportunity to build lasting relationships in a dynamic branch environment, contributing to the growth of our esteemed Wealth Management division while upholding the highest standards of integrity and client service. As a Private Client Advisor, your primary focus will be on understanding clients' financial objectives, assessing their risk profiles, and crafting personalized plans that align with J.P. Morgan's rigorous investment philosophy. You will conduct in-depth consultations, monitor portfolio performance, and provide ongoing guidance amid market fluctuations. Collaboration with internal partners, such as J.P. Morgan bankers and specialists, will be essential to offer seamless, holistic advice. Success in this role requires a passion for financial advisory services, a commitment to ethical practices, and the ability to thrive in Louisville's vibrant local market. J.P. Morgan Chase & Co. is a leading global financial services firm with a rich history of empowering clients to achieve their goals. Joining our Wealth Management team means access to cutting-edge tools, continuous professional development, and a supportive culture that values diversity and inclusion. If you are a licensed professional with a proven track record in client advisory, we invite you to apply and help shape the financial futures of our clients in Louisville, KY.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Louisville, KY branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment portfolios, retirement plans, and wealth management solutions using J.P. Morgan's proprietary tools
• Conduct client meetings, financial reviews, and educational seminars to enhance client engagement and satisfaction
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial services
• Identify opportunities to grow client assets through cross-selling J.P. Morgan Wealth Management products
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor market trends and economic conditions to adjust client strategies proactively
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Contribute to branch goals by prospecting new clients through referrals and community networking in Louisville

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of financial planning principles, investment strategies, and regulatory requirements
• Ability to work independently in a fast-paced, branch-based environment
• Compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan Chase products and platforms
• Bilingual proficiency, particularly in Spanish or other languages spoken in Louisville, KY
• Prior success in meeting sales targets and growing client assets under management
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and economic analysis
• Tax and estate planning basics
• Team collaboration
• Adaptability to changing financial regulations

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Louisville, KY

JP Morgan Chase is an equal opportunity employer.