Wealth Advisor - Private Client, Relationship & Planning

JPMorgan Chase & Co.; Lake Charles (LA); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will help clients build wealth, deliver advised solutions, and deepen client relationships through referrals and holistic financial coaching. You will rely on leadership, industry knowledge, and digital tools to offer tailored investment solutions while maintaining the highest standards of integrity and client

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

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 to the firm's clients, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides clients' best interests at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Regulatory compliance

Education

Bachelor's degree

Job description

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

You will help clients build wealth, deliver advised solutions, and deepen client relationships through referrals and holistic financial coaching. You will rely on leadership, industry knowledge, and digital tools to offer tailored investment solutions while maintaining the highest standards of integrity and client