J.P. Morgan Wealth Management · New Orleans, LA, United States
Provide comprehensive financial planning and advice to individuals and families, build and grow a book of business through client acquisition and relationship management, deliver personalized investment and insurance solutions, collaborate with Chase partners, educate clients on digital tools, and maintain compliance with financial licensing requirements.
Join J.P. Morgan Wealth Management as a Private Client Advisor to deliver personalized financial solutions to clients in New Orleans, LA. This hybrid role requires a strong background in financial services, client relationship management, and compliance with industry licensing standards.
Provide comprehensive financial planning and advice to individuals and families.
Build and grow a book of business through client acquisition and relationship management.
Deliver personalized investment and insurance solutions.
Collaborate with Chase partners to enhance client experience.
Educate clients on digital tools and platforms.
Maintain compliance with financial licensing requirements including Series 7, Series 66 (63/65), and Life, Health, and Long Term Care Insurance licenses.
Demonstrate commitment to goals-based planning and advice.
Show success in client acquisition, cultivation, and integration with key partners.