Wealth Advisor: Personal Financial Planning & Relationships

JPMorganChase; Lake Charles (LA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trust with clients, deliver tailored investment solutions, and leverage digital tools to enhance the investor experience.

The role emphasizes relationship management, collaboration with partners, and adherence to high ethical standards to serve clients across wealth spectrums.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with key partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels for monitoring investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients invest anywhere, anytime.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life, Health & LTC license

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trust with clients, deliver tailored investment solutions, and leverage digital tools to enhance the investor experience.

The role emphasizes relationship management, collaboration with partners, and adherence to high ethical standards to serve clients across wealth spectrums.