Talent.com
JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - JeffersontownJPMorgan Chase • Clarksville, IN, United States
No longer accepting applications
J.P. Morgan Wealth Management - Private Client Advisor - Jeffersontown

J.P. Morgan Wealth Management - Private Client Advisor - Jeffersontown

JPMorgan Chase • Clarksville, IN, United States
7 days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

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
  • A valid and active Series 66 (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:

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

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Create a job alert for this search

J.P. Morgan Wealth Management - Private Client Advisor - Jeffersontown • Clarksville, IN, United States

Similar jobs

Voya Financial Advisors Louisville

Voya Financial AdvisorsLouisville, KY, United States
Full-time

Financial Professional to join our team in the greater Louisville area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business.This position wi... Show more

 • Promoted

Therapy - Physical Therapy

Medsource TravelersShepherdsville, KY, United States
Full-time

Travel profession job available in Shepherdsville, KY.Start date is 08/16/2026 and end date is 11/13/2026 for a duration of 13 weeks.MedSource LLC is an equal opportunity employer and does not disc... Show more

 • Promoted

Work-From-Home Product Advisor - $45 per hour

Great LionHillview, Kentucky
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Account Representative - State Farm Agent Team Member

Bob Ward - State Farm AgentScottsburg, IN, United States
Full-time

Account Representative - State Farm Agent Team Member.As Account Representative - State Farm Agent Team Member for Bob Ward - State Farm Agent, you are vital to our daily business operations and cu... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersMount Washington, Kentucky
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

Associate Director of Contract Negotiation and Vendor Management

KPMGLouisville, KY, United States
Full-time

Be part of a dynamic organization known for fostering a rewarding work environment and providing exceptional career growth opportunities.KPMG delivers a range of audit, tax, and advisory services t... Show more

 • Promoted

Private Wealth Advisor

Professions IncLouisville, KY, United States
Full-time

One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA).This is an exclusive opportunity with a top-rated financial institution, of... Show more

 • Promoted

Physical Therapist Assistant 2333009 | Shepherdsville, Kentucky | LHC Group

UnitedHealth GroupShepherdsville, KY, United States
Full-time

Explore opportunities with Caretenders, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide.As members of the Optum family of businesses, we are... Show more

 • Promoted

Travel Physical Therapist (PT)

Fusion Medical StaffingMount Washington, KY, United States
Full-time

Travel Physical Therapist (PT)Company: Fusion Medical StaffingLocation: Facility in Mt.Washington, KentuckyJob DetailsFusion Medical Staffing is seeking a skilled Physical Therapist for a 13-week t... Show more

 • Promoted

Anytime Fitness Personal Training Sales Manager

Bandon Fitness Corporate OfficesMount Washington, KY, United States
Full-time

Personal Training Manager (PTM) Lead, Inspire, and Grow!.Anytime Fitness locations in the US with over 250+ locations and growing! We are dedicated to fostering a motivating, high-energy fitness e... Show more

 • Promoted

Branch Manager - Shepherdsville, KY

1st Franklin FinancialShepherdsville, KY, United States
Full-time

Join the 1st Franklin Financial team as a Branch Manager.Salary: $50,000 to $58,750 annuallyThis position works closely with the staff to build relationships and identify the needs of customers in ... Show more

 • Promoted

Physical Therapist Assistant 2333009 | Shepherdsville, Kentucky | LHC Group

United Health GroupShepherdsville, KY, United States
Full-time

Explore opportunities with Caretenders, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide.As members of the Optum family of businesses, we are... Show more

 • Promoted

Management Trainee

Enterprise HoldingsShepherdsville, KY, United States
Full-time

Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more

 • Promoted

Market Research Participant

GL IncShepherdsville, Kentucky
$15.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Customer Service Associate

WawaMount Washington, KY, United States
Full-time

Customer Service Associate (CSA).As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by greeting and serving our customers.Our CSAs are proud to be part of a ... Show more

 • Promoted

Community Support Profesional - Shepherdsville

Seven Counties ServicesShepherdsville, KY, United States
Full-time

Teaches, models, and coaches activities of daily living (ADL) (e.ADL skills and provides therapeutic feedback.Completes clinical assessment, as needed, and develops/implements individualized treatm... Show more

 • Promoted

Business Banking Officer - Shepherdsville

Republic Bank & Trust CoShepherdsville, KY, United States
Full-time

Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn all aspects of the company to prepare for future advancement.Come join our team for a c... Show more

 • Promoted

Account Representative - State Farm Agent Team Member

State FarmMount Washington, KY, United States
Full-time

Responsive recruiterReplies within 24 hoursBenefits:Simple IRALicense reimbursementBonus based on performanceCompetitive salaryFlexible scheduleHealth insuranceOpportunity for advancementPaid time ... Show more

 • Promoted

Part Time Housekeeper - Addiction Recovery

Wooded Glen Recovery CenterHenryville, IN, United States
Part-time

Part Time Housekeeper - Addiction Recovery Wooded Glen Recovery Center Henryville, Indiana About the Job:The Housekeeper is responsible for keeping a clean and healthy client care environment by ma... Show more

 • Promoted

Branch Manager

Peoples Bancorp (OH)Shepherdsville, KY, United States
Full-time

Build Your Future Here:Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place.Join us on our journey to being the Best... Show more