Private Client Advisor - Holistic Wealth Planner

JPMorgan Chase; Mandeville (LA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and rely on leadership and partner referrals to deepen client engagement.

You will work in a client-centric role emphasizing integrity, education on digital tools, and a holistic view of clients' financial needs, with a focus on helping clients monitor

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required; Series 66 or 63/65 required or obtainable within 60 days.
• Life, Health and Long Term Care license required or obtainable within 60 days.
• Bachelor's degree preferred; CFP is a plus.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Support client acquisition and maintain strong client relationships.
• Collaborate with partners to deepen client relationships and opportunities.
• Educate clients on technology and digital channels to manage investments.
• Maintain integrity and client-centric service in all interactions.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Tools

FINRA/Investment products knowledge

Job description

JPMorgan Chase seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and rely on leadership and partner referrals to deepen client engagement.

You will work in a client-centric role emphasizing integrity, education on digital tools, and a holistic view of clients' financial needs, with a focus on helping clients monitor