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Financial Consultant Financial Advisor

Private Client Advisor: Wealth Planning & Digital Solutions

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Louisville is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. The position requires at least 2 years of relevant experience and a commitment to cultivating client relationships. This role emphasizes integrity, financial coaching, and leveraging technology to enhance client experiences. The successful candidate will hold a Series 7 and Series 66 license, with preferred qualifications including CFP certification and a Bachelor’s degree.
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