J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional client experiences.

Job Responsibilities

• Support team members and foster a diverse and inclusive workplace culture
• Build and manage a client portfolio, providing personalized investment advice and solutions
• Apply financial market knowledge and sound judgment to client interactions
• Show integrity and ethical behavior in all client interactions
• Offer financial coaching and education to enhance client understanding of investments and digital tools
• Adopt and promote digital innovations to improve client confidence and banking experience

Required Qualifications, Capabilities, And Skills

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Proven track record in client acquisition, relationship building, and partnership integration
• Strong background in goals-based financial planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planner (CFP®) certification
• Bachelor's degree

Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT A NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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