J.P. Morgan Wealth Management – Private Client Advisor - New Orleans, LA
On-site · New Orleans, Louisiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivers comprehensive financial planning and investment solutions to individuals and families, building a book of business through relationship management, client acquisition, and partnering with key channels. The role emphasizes financial coaching, understanding of financial markets, use of digital tools, and advising clients on investment strategies, while guiding clients to monitor and manage their investments with an emphasis on doing right by clients.
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: Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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