Private Wealth Advisor - Vice President

JPMorgan Chase & Co.; Baton Rouge (LA); On-site; USD 100,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker in Baton Rouge, Louisiana. This role is focused on advising families on wealth management while building and maintaining client relationships. The ideal candidate will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree.

You will work closely with clients to understand their needs, using your expertise in investments and financial planning to offer tailored advice. The position requires strong sales ability, business acumen, and a commitment to client service.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Strong business acumen with proven sales success.
• Knowledge of investments, wealth planning, credit, and banking.

Responsibilities

• Manage and maintain relationships with clients to provide exceptional service.
• Generate business results through new client acquisition.
• Advise clients on their overall balance sheet and investment needs.
• Ensure solutions meet client needs through holistic planning.

Skills

Private Banking experience

Financial Services knowledge

Sales success

Client-focused approach

Networking skills

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. is seeking a Private Banker in Baton Rouge, Louisiana. This role is focused on advising families on wealth management while building and maintaining client relationships. The ideal candidate will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree.

You will work closely with clients to understand their needs, using your expertise in investments and financial planning to offer tailored advice. The position requires strong sales ability, business acumen, and a commitment to client service.