Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor - Holistic, Client-First Planning

Aumni

JPMorgan Chase is seeking a Private Client Advisor to join our team in Louisville, Kentucky. This role involves providing comprehensive financial planning and investment solutions, building relationships with clients, and educating them on banking technology. The ideal candidate has at least 2 years of experience as a Financial Advisor and will have a valid Series 7 license. We offer competitive compensation and a commitment to diversity and inclusion within our workforce. #J-18808-Ljbffr Aumni

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Holistic, Client-First Planning in Louisville, KY vacancy
  • 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... 
    Suggested

    Aumni

    Louisville, KY
    2 days ago
  • 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... 
    Suggested

    Aumni

    Louisville, KY
    4 days ago
  • A financial services company is seeking a Wealth Advisor in Louisville, KY to provide tailored advice and strategic planning for clients. You will develop customized financial solutions and manage client relationships, focusing on investment and insurance strategies. The... 
    Suggested

    PNC

    Louisville, KY
    1 day ago
  •  ...Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and...  ...including investment opportunities, retirement planning, and wealth management strategies. As a Private... 
    Suggested

    Wealthbridge-Financial-Group

    New Albany, IN
    3 days ago
  •  ...an opening for a Private Wealth Advisor (PWA) . This is an...  ...Management team, helping clients identify and achieve all...  ...objectives. We advise clients holistically on wealth and estate planning, investments, banking,...  ...A collaborative, client‑first culture that fosters success... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Gilder Search Group

    Louisville, KY
    1 day ago
  •  ...company in Louisville, Kentucky is seeking a professional to manage client relationships and develop investment strategies. The role...  ...regulations. Ideal candidates will have expertise in financial planning and a commitment to client education. The company offers a comprehensive... 

    PNC Financial Services Group, Inc.

    Louisville, KY
    3 days ago
  •  ...Clarksville, Indiana, is seeking a results-oriented Private Wealth Advisor to engage with clients and provide tailored financial advice. In this role,...  ..., including investment opportunities and retirement planning. Join a passionate team dedicated to delivering exceptional... 

    WealthBridge Financial Group

    Clarksville, IN
    4 days ago
  • $75k - $125k

     ...financial services leader in Louisville is seeking a qualified financial advisor to develop investment strategies and maintain client relationships. The ideal candidate will have experience in financial planning and must possess a Bachelor's degree along with relevant... 

    PNC

    Louisville, KY
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern...  ...you can help your clients achieve their...  ...through financial planning. On your path to becoming...  ...and deliver holistic financial plans—including...  ...to support your first three years in the...  ...Mutual Wealth Management Company... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Louisville, KY
    2 days ago
  •  ...contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you...  ...tailored advice and strategic planning designed to help clients achieve their savings, investment,...  ...aspirations. We take a comprehensive, holistic, and strategic approach, ensuring... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    5 days ago
  • $77.9k - $199k

    1834 Wealth Advisor III Job Locations US-IL-Chicago | US-IN-Indianapolis...  ...Bank has been serving clients and communities since 1834. With...  ...those with a need for robust planning, asset management, estate or...  ...everything they do; continually seeks first-hand client information and... 
    Full time

    Old National Bank

    Louisville, KY
    2 days ago
  • A leading financial services company in Louisville, KY, is looking for a Private Client Advisor. You will provide comprehensive financial planning and personalized investment solutions, significantly enhancing client relationships. This role requires at least 2 years of... 

    JPMorganChase

    Louisville, KY
    3 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual...  ...where you can help your clients achieve their goals through financial planning. On your path to...  ...your clients and deliver holistic financial plans—including...  ...designed to support your first three years in the business... 
    Work at office

    UNAVAILABLE

    Louisville, KY
    2 days ago
  •  ...seeking a Financial Representative in Louisville, KY. In this role, you will help clients achieve their financial goals by offering personalized insurance solutions and financial planning. Responsibilities include client consultations, financial planning, and ongoing support... 
    Flexible hours

    ProducifyX

    Louisville, KY
    4 days ago
  •  ...Experienced Financial Advisor Honolulu, Hawaii;North...  ...: Merrill Wealth Management is a leading...  ...management, including planning for retirement, education...  ...and Wealth Management Client Associates help clients...  ...request process before your first day of work. This communication... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Louisville, KY
    2 days ago
  • $100k

     ...Financial Advisor - Business Development Louisville, Kentucky, United...  ...Financial Advisor – Growth & Client Strategy Work Setup: Hybrid...  ...Provide advanced financial planning, portfolio reviews, and investment...  ...This Different Advisor-first structure with shared success... 
    Remote work
    Shift work

    MBC Talent Connections

    Louisville, KY
    4 days ago
  •  ...'s success. Financial Advisors work within a highly collaborative...  ...execute an advice and planning strategy focused on helping clients meet their savings,...  ...clients. Our comprehensive, holistic and strategic approach...  ...Financial Advisor within PNC Wealth Management, you will be... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    2 days ago
  • Gilder Search Group is seeking a Private Wealth Advisor (PWA) in Louisville, Kentucky. This role focuses on helping high and ultra high-net-worth clients achieve their financial objectives through customized wealth management strategies. Candidates should have a bachelor... 

    Gilder Search Group

    Louisville, KY
    1 day ago
  • WealthBridge Financial Group is looking for a Private Wealth Advisor in New Albany, Indiana. You'll work closely with clients to provide tailored financial strategies,...  ...offer top-tier health coverage, a 401(k) retirement plan, and ongoing career growth opportunities. #J-18... 

    WealthBridge Financial Group

    New Albany, IN
    3 days ago
  •  ...proven you can build and serve a client base. Now you’re hitting the...  ...is built for growth-minded advisors who want infrastructure +...  ...appointment setting: our team books first-time appointments directly...  ...group and a collaborative planning culture Platform flexibility... 
    Work at office
    Local area

    Magellan Financial & Insurance Services, Inc.

    Louisville, KY
    4 days ago
  •  ...Merrill Advisor Development Program- Financial Advisor...  ...Description: Merrill Wealth Management is a leading...  ...management, including planning for retirement, education...  ...and Wealth Management Client Associates help clients...  ...process before your first day of work. This communication... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Louisville, KY
    5 days ago
  •  ...Title Senior Financial Advisor (RIA) - Bring Your Book...  ...English required What the Client Offers Revenue-based...  ...independent wealth management firm with a...  ...comprehensive financial planning to high-net-worth and ultra...  ...Cultural Fit Client-first, fiduciary mindset Collaborative... 
    Full time
    Work at office

    Inner Circle Agency Inc.

    Louisville, KY
    2 days ago
  • A leading financial institution is seeking a Wealth Management Advisor in Louisville, Kentucky. The role involves advising clients on wealth goals, utilizing a structured process to assess their needs, and collaborating with specialists to provide comprehensive financial... 

    Fifth Third Bank, N.A.

    Louisville, KY
    3 days ago
  • A leading financial services firm in Louisville is seeking a Regional Director and Wealth Management Advisor to develop client relationships and prepare financial plans. The ideal candidate will have strong communication skills, a customer service background, and a desire... 
    Full time

    Prudential Financial

    Louisville, KY
    2 days ago
  •  ...Job Description Job Description Job Description: The Estate Planning Consultant is the first point of contact for prospective clients. This role focuses on consultative sales , not high-pressure tactics. You will speak with individuals who have already expressed... 
    Full time
    Work at office
    Flexible hours

    Dixie Law Group, PSC

    Louisville, KY
    11 days ago
  • $45k - $60k

     ...dedicated team member to enhance customer relationships and provide comprehensive financial services. You will consult on retirement planning and investment management, and stay updated with market trends. The ideal candidate has over 3 years of industry experience and... 
    Local area

    State Farm Agent

    Louisville, KY
    4 days ago
  •  ...Join Team Trilogy Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and...  ...Overview The Financial Analyst position is part of the Financial Planning & Analysis team that is responsible for providing our Executive... 
    Weekly pay
    Local area

    Trilogy Healthcare Services

    Louisville, KY
    4 days ago
  • $76k - $125.3k

     ...most technically demanding tax planning and compliance projects...  ...contact for a wide range of clients and colleagues. This is an opportunity...  ...to develop into a trusted advisor role to client. You will work...  ...understanding of estate and wealth planning Experience with federal... 
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Louisville, KY
    5 days ago
  • $107.9k - $172.64k

     ...hiring a Principal Financial Advisor to provide senior leaders with...  ...development of multi-year financial plans aligned to the company's...  ...impact. Partners with internal clients to better understand what problems...  ..., Strategy Development, Wealth Management ___________________... 
    Local area

    Blue Cross and Blue Shield of North Carolina

    Louisville, KY
    5 days ago
  • $75k - $95k

     ...position. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and a clear trajectory...  ...Responsibilities Deliver financial planning, retirement analysis, and investment guidance... 
    Full time
    Relocation
    Relocation package

    MBC Talent Connections

    Louisville, KY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Holistic, Client-First Planning. Be the first to apply!