Private Wealth Advisor: Planning & Digital Investing

Aumni; Monroe (LA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will leverage relationships, provide advised solutions, and connect clients with Chase referrals to deepen engagement. The role requires securities licenses (Series 7, 66) and life/health licenses, with onboarding within 60 days.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Foster a culture of diversity and integrity while serving clients.

Skills

Series 7

Series 66

Life/Health license

Financial planning

Education

Bachelor's degree preferred

CFP preferred

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will leverage relationships, provide advised solutions, and connect clients with Chase referrals to deepen engagement. The role requires securities licenses (Series 7, 66) and life/health licenses, with onboarding within 60 days.