J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (The Summit)
JPMorganChase
Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. Provide a holistic view of clients' needs and financial coaching beyond investments. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Required qualifications, capabilities, and skills 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. A valid and active Series 7 license. A valid and active Series 66 (or 63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment. A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment. Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred. Bachelor's degree preferred. Investment and insurance products are: The following statements are for informational purposes only and depict the nature of the products offered.
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Additional benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information on requesting an accommodation, visit the FAQs section. #J-18808-Ljbffr JPMorganChase- ...Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering...Private client
- ...J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment...Private client
- Fifth Third is seeking a Wealth Management Advisor in Louisville, KY, to serve as a trusted advisor for Private Bank clients. The role requires developing client opportunities and collaborating... ...to effectively manage client relationships are essential. #J-18808-Ljbffr Fifth ThirdPrivate client
- ...Wastewater Engineer to be based in Louisville, Kentucky. This position is... ...to program and construction management. On projects spanning... ...the environment, our public- and private-sector clients trust us to solve their most complex ... #J-18808-Ljbffr Seeds RenewablesPrivate client
- ## Wealth Management AdvisorApplylocations: Louisville, KY: Lexington, KYtime type: Full timeposted... ...Serves as the trusted advisor and team coordinator to... ...simplify complexity for Private Bank clients by challenging and... ...other legally protected status. #J-18808-Ljbffr...Private clientWork experience placementPrivate practiceWork at office
- ## Retail Sales Associate Part Time4354 Summit Plaza Dr, Louisville, KY, United States, 40241Apply NowGet Job MatchesJob ID42863232Brand NameThe Men's... ...or mental disability, marital status, or any other protected status under the law.* #J-18808-Ljbffr Tailored Brands, Inc.Hourly payPart timeImmediate startFlexible hoursShift work
$13.5 per hour
...Frye Regional Medical Center. Louisville, KY. We are currently hiring for... ...and objectives assigned by management on a regular basis Provide exceptional... ...customer service to all clients Maintain confidentiality of... ..., state or local law. #J-18808-Ljbffr kozmetickesluzby...Remote jobFull timeCurrently hiringLocal area- ...America is seeking a motivated Client Service Support professional for its Merrill Wealth Management team in Louisville, KY. In this role, you'll... ...vital support to Financial Advisors, ensuring timely and accurate... ...Salesforce is preferred. #J-18808-Ljbffr Bank of AmericaWork at office
- ...SALES ASSOCIATE-FT - 20 and older only - in LOUISVILLE, KY S13244 Apply now for the Lead Sales... ...performing other duties as assigned by the Store Manager to maximize store profitability and... ...Corporation is an equal opportunity employer. #J-18808-Ljbffr Dollar GeneralWork experience placement
- ...leading financial services firm in Louisville is seeking a Private Client Advisor to provide comprehensive financial... ...client acquisition and relationship management. The selected candidate will support... ...are integral to the firm’s culture. #J-18808-Ljbffr JPMorganChasePrivate client
- ...Indiana is looking for a motivated Private Wealth Advisor to join our team. This role involves engaging clients to understand their financial... ...opportunities and wealth management strategies. Successful candidates... ...401(k) with company match. #J-18808-Ljbffr Wealthbridge-...Private client
- ...Financial Group is looking for a Private Wealth Advisor in New Albany, Indiana. You'll work closely with clients to provide tailored financial... ...your expertise in wealth management. The ideal candidate has a Bachelor... ...growth opportunities. #J-18808-Ljbffr WealthBridge...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial planning and advice to clients. In this role, you will build strong client relationships and provide personalized investment solutions. Qualified candidates...Private client
- Forvis Mazars, LLP seeks a seasoned tax advisor in Louisville, Kentucky. Responsibilities include... ...services to individuals and entities, managing client relationships, and coaching tax staff.... ...degree in a related field, and a CPA or J.D. Preference for candidates with a...Private clientFlexible hours
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...shift (United States of America) Hours Per Week 37.5 #J-18808-Ljbffr...Private clientSeasonal workWork at officeWork from homeShift workDay shift
$110.5k - $125k
...About the Job The Associate Manager, Consolidations role is responsible... ...1 direct report. Location: Louisville, KY (Hybrid). Office attendance... ...). 5+ years of public or private industry accounting experience... ...other protected characteristic. #J-18808-Ljbffr KFC CorporationTemporary workWork at office3 days per week- Jobtailor in Louisville, KY is seeking a Private Banker who serves as a trusted advisor and team coordinator to simplify complexity for Private Bank clients. You will develop and prospect influential contacts... ...plans to meet revenue objectives #J-18808-Ljbffr JobtailorPrivate client
- ...Private Wealth Client Associate Louisville, Kentucky To proceed with your application, you must be at least... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...guidance. Merrill’s Financial Advisors and Wealth Management Client...Private clientSeasonal workWork at officeWork from homeShift workDay shift
- Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing... ...are here to serve our clients beyond what is... ...market growth in the Louisville market through CPA partner... ...any applicable law. #J-18808-Ljbffr ChoreoLocal area
- ...Third Bank is seeking a Senior Wealth Strategist to serve as the primary... ...expert for high‑net‑worth clients with complex needs. You will partner with WMAs and Private Bank teams to lead discovery, develop... ...acquisition, retention, and growth in #J-18808-Ljbffr Fifth Third Bank
- ...National Association seeks a Senior Wealth Strategist to serve high-net-worth clients with complex financial needs. You will partner with Wealth Management Advisors and the Private Bank to lead discovery,... ...within the bank's framework. #J-18808-Ljbffr Fifth Third Bank,...
$124.32k - $186.48k
...Specialty Sales Consultant, Stroke/Thrombosis | Louisville, KY This role will cover the geography of... ...Lead formulary access by navigating P&T committees and influencing protocol adoption... ...Reference Code: 870607 Email: ****@*****.*** #J-18808-Ljbffr BayerLocal area- ...award‑winning culture and distilleries. Our Louisville office has been named one of the “Best... ..., the MDR role interacts with Owners and managers of these establishments to build mutually... ...allowance, annual bonus, fuel or cell phone reimbursement. #J-18808-Ljbffr Sazerac CompanyFull timePart timeInternshipWork at officeNight shiftWeekend work
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$121.9k - $262.1k
...About The Role The Senior Wealth Strategist serves as the... ...and ultra-high-net-worth clients and prospects (generally... ...partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead... ...any other legally protected status. #J-18808-Ljbffr...Bank staffShift work- ...Time Member Service Representative/Teller- Louisville, KY Job Category: Branch Retail Requisition... ...Reporting to the Assistant Branch Manager, this part-time, non-exempt hourly role... ...review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr...Hourly payPart time
- ...the Restaurant Customer Support Team in Louisville, KY. Schedule Hybrid: 3 days in the office,... ...Position This position is responsible for managing an array of front-facing duties such as... ...Excel, Microsoft Teams, and Outlook. #J-18808-Ljbffr Restaurant Supply Chain SolutionsTemporary workWork at officeRemote workMonday to FridayDay shift
$18.85 - $23.56 per hour
Branch Sales Associate (Part Time 20) Louisville, KY W.W. Grainger, Inc. is a leading broad line... ...customers. You will report to the Store Manager. You Will: Manage the entire customer... ...us so that we can provide appropriate assistance. #J-18808-Ljbffr W. W. GraingerHourly payFull timePart timeLocal area
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