Private Wealth Advisor: Digital & Client Planning

JPMorganChase; New Orleans (LA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families. You will build a client book, leverage partner referrals, and provide an exceptional investor experience across investment solutions.

You will apply market knowledge, integrity, and relationship-building skills to grow client relationships, educate on digital channels, and support clients with personalized planning and coaching.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Proven ability in acquiring and maintaining clients and collaborating with partners.
• Demonstrated commitment to goals-based planning and providing advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of start.
• Active Life, Health, and Long-Term Care insurance licenses required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate market knowledge and sound business judgement.
• Uphold high integrity and client-first principles.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients' needs and provide financial coaching beyond investments.
• Promote digital tools to help clients become digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Digital channel education

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

JPMorgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families. You will build a client book, leverage partner referrals, and provide an exceptional investor experience across investment solutions.

You will apply market knowledge, integrity, and relationship-building skills to grow client relationships, educate on digital channels, and support clients with personalized planning and coaching.