Wealth Advisor for Private Clients

JPMorganChase; Lafayette (LA); Presencial; USD 85.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individual clients and families.

You will build and manage client relationships, deliver advisor-driven solutions, and coordinate with partners to deepen engagement across the firm's wealth management platform. The role emphasizes integrity, client education on digital tools, and delivering an exceptional investor experience across our

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) licenses 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.
• Demonstrated success in client acquisition and relationship-building.
• Strong goals-based planning and advice capabilities.

Responsabilidades

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity in all client interactions
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients' financial needs and coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank how they want

Conocimientos

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Relationship management

Financial planning

Educación

Bachelor's degree preferred

Descripción del empleo

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individual clients and families.

You will build and manage client relationships, deliver advisor-driven solutions, and coordinate with partners to deepen engagement across the firm's wealth management platform. The role emphasizes integrity, client education on digital tools, and delivering an exceptional investor experience across our