J.P. Morgan Wealth Management – Private Client Advisor - Slidell, LA
On-site · Slidell, Louisiana, United States
Job Summary
Private Client Advisor role within Chase Wealth Management focusing on building a book of business and delivering holistic financial planning and investment solutions to individuals and families. Responsibilities emphasize relationship management, client acquisition, understanding financial markets, educating clients on technology channels, and partnering with referrals to deepen client relationships. Licenses in Series 7, Series 66, and Life/Health/LTC are required (or obtained within 60 days). Preferred CFP certification and Bachelor’s degree. Emphasis on integrity, client-centric service, and governance disclosures around investment products.
Required Qualifications
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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