JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA
Baton Rouge, LA · Full-time · Posted Oct 14, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions.
What you'll do
- Build a book of business through relationship management and client acquisition, not portfolio management.
- Provide goals-based financial coaching and personalized investment solutions, including partner referrals.
- Educate clients on digital tools and investment channels, while supporting teammates and the bank’s goals.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Success in client acquisition, maintaining client relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative