Wealth Management Advisor

JPMorganChase

Mandeville (LA)

On-site

USD 90,000 - 150,000

Full time

11 days ago

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Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build and maintain a robust book of business, provide expert guidance, and deepen client relationships using tailored investment solutions.

In this role, you will stay abreast of market developments, educate clients on digital tools, and uphold the highest standards of integrity and

Qualifications

At least 2 years in a Financial Advisor role or equivalent experience.
Successful client acquisition and relationship management.
Strong goals-based planning and advice.
Active Series 7 license.
Active Series 66 (63/65) license or must be obtained within 60 days.
Active Life, Health and Long Term Care insurance licenses or must be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions focusing on relationship management.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Educate clients on technology and digital channels to monitor and manage investments.
Demonstrate understanding of financial markets and sound business judgment.
Champion inclusive culture and prioritize client service.