J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA
On-site · Baton Rouge, Louisiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment solutions to individuals and families. Build a book of business and deliver personalized investment solutions using relationship-building skills, leadership, and client education. Provide a holistic view of clients’ needs, leveraging digital channels to enable clients to monitor and manage their investments, while maintaining integrity and a strong client-centric service approach. Requires knowledge of financial markets, HIPAA-like client care standards in financial services, and licenses in Series 7, Series 66, and Life/Health/LTC insurance (or the ability to obtain within 60 days). Preferred CFP certification and a bachelor’s degree.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Demonstrated success in client acquisition and client relationship management
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