J.P. Morgan Wealth Management – Private Client Advisor - Lake Charles, LA
On-site · Lake Charles, Louisiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivering comprehensive financial planning and investment solutions to individuals and families, building a book of business through relationship management, educating clients on digital tools and channels, and partnering with other bank relationships to deepen client engagement. Requires licenses (Series 7, Series 66) or ability to obtain within 60 days, Life/Health/LTC licenses within 60 days, and a bachelor’s degree (preferred) with CFP preferred for advanced credentials. Focus is on goals-based planning, client education, and holistic financial coaching with emphasis on leveraging digital innovations to enhance client experience. Lake Charles, LA.
Required Qualifications
- 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 CFP certification
- Bachelor’s degree preferred
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