JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Lafayette, LA
Lafayette, LA · Full-time · Posted Oct 12, 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 and referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Educate clients on financial planning, available digital tools, and their broader financial needs.
- Support teammates and bank goals while maintaining integrity and fostering diversity.
What they ask for
- 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.
- Active Series 7; 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