J.P. Morgan Wealth Management – Private Client Advisor - Mandeville, LA

JPMorgan Chase & Co. • Mandeville, LA

2d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from new savers to people with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships. The role focuses on relationship management rather than portfolio management and involves building a book of business, educating clients about digital tools, and providing financial coaching beyond investments. You will represent J.P. Morgan Wealth Management and work with clients to identify investment solutions suited to their financial needs.

Requirements

• 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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license, or the ability to obtain it within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license, or the ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, using leadership and relationship-building skills with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about available technology and channels to help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.
• Provide comprehensive financial planning and advice to individuals and families, including advised solutions and Chase partner referrals.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed