Wealth Advisor: Personal Finance Planning & Client Relationships

JPMorgan Chase; Lake Charles (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families, from new savers to high-net-worth clients.

You will represent the firm's brand and provide thoughtful guidance across digital channels and in-person meetings. The role emphasizes relationship-building, fiduciary integrity, and growth by collaborating with partners and using market insight

Qualifications

• Proven ability to cultivate and maintain client relationships and collaborate with partners.
• Experience delivering goals-based financial planning and advice.
• Strong understanding of financial markets and risk awareness.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and always act in clients' best interests.
• Educate clients on available technology and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Series 7 license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families, from new savers to high-net-worth clients.

You will represent the firm's brand and provide thoughtful guidance across digital channels and in-person meetings. The role emphasizes relationship-building, fiduciary integrity, and growth by collaborating with partners and using market insight