Private Client Advisor — Wealth Planning & Relationship Builder

Testing Site - JPMC; Slidell (LA); On-site; USD 90,000 - 125,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will interact with clients to offer advised solutions, coordinate with Chase partners, and deliver an exceptional investor experience.

You will build a book of business, demonstrate market knowledge, and uphold the highest standards of integrity while educating clients on digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and financial advice.
• Must have Series 7, Series 66 (63/65) within 60 days, and Life/Health/LTC licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate market knowledge and sound business judgement.
• Maintain high integrity and client-first service at all times.
• Educate clients on technology channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments and leverage digital tools.

Skills

Client relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Digital banking adoption

Education

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will interact with clients to offer advised solutions, coordinate with Chase partners, and deliver an exceptional investor experience.

You will build a book of business, demonstrate market knowledge, and uphold the highest standards of integrity while educating clients on digital tools to monitor and manage their investments.