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Financial Consultant Financial Advisor

Private Client Advisor - Relationship-Driven Planning

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-02-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a Private Client Advisor to provide financial planning and advice to clients in Louisville. This role requires a minimum of 2 years in a financial advisory position and involves building client relationships, offering personalized investment solutions, and educating clients on technology for their financial needs. The company values diversity and offers competitive rewards, including comprehensive health care and wellness programs.

A Series 7 and 66 license, as well as insurance licenses, are required or must be obtained upon starting.
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