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Wealth Advisor Private Clients & Planning
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-03-03
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Kentucky seeks a Private Client Advisor to provide comprehensive financial planning to clients. The role involves building client relationships and delivering personalized investment solutions while fostering a culture of diversity. Candidates should have at least 2 years of financial advisory experience, hold relevant licenses, and demonstrate strong commitment to goals-based financial advice. A competitive total rewards package and benefits are included.
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