Wealth Advisor, Private Client & Planning

JP Morgan Chase; Monroe (LA); On-site; USD 80,000 - 125,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offer tailored investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes fiduciary client service, insights into markets, and guiding clients through digital channels to monitor and manage their investments, with a strong focus on

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licensing required or to be obtained within 60 days of starting.

Responsibilities

• 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 through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory

Education

CFP certification preferred

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life, Health & LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offer tailored investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes fiduciary client service, insights into markets, and guiding clients through digital channels to monitor and manage their investments, with a strong focus on