J.P. Morgan Wealth Management - Private Client Advisor - Lake Charles, LA

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment solutions and digital technologies. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families.

Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients
• Support clients with a focus on relationship management, not portfolio management
• Show a deep understanding of financial markets and demonstrate sound business judgment
• Exhibit unwavering integrity and a passion for educating clients on technology and investment options
• Embrace digital innovations to enhance clients' investment experiences

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Proven ability and commitment to goals-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses are required or must be obtained within 60 days of starting in the role

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP®) certification is preferred
• A Bachelor's degree is preferred

Skills

You will need to demonstrate a deep understanding of financial markets, effective communication skills, and the ability to build and maintain strong client relationships. You should also be comfortable working with digital tools and platforms.

Benefits

We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

The compensation for this role is determined based on the role, experience, skill set, and location. For more details, please refer to the hiring process.

Schedule

Details about the schedule will be provided during the hiring process.