Private Client Advisor: Wealth Planning & Digital Guidance

Aumni; Lake Charles (LA); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build a strong book of business and partner with specialists to deepen client relationships.

You will demonstrate a strong foundation in financial markets, ethical advising, and client education, while navigating digital tools to enhance the client experience and ensure ongoing engagement.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship-focused approach.
• Provide holistic financial planning and investment coaching for individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Help clients monitor and manage investments through digital tools and channels.
• Foster a culture of diversity and teamwork within the branch.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Financial education

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build a strong book of business and partner with specialists to deepen client relationships.

You will demonstrate a strong foundation in financial markets, ethical advising, and client education, while navigating digital tools to enhance the client experience and ensure ongoing engagement.