JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - New Orleans, LA
New Orleans, LA · Full-time · Posted Oct 27, 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 offering personalized investment solutions and partner referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Provide financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while acting with integrity and fostering a culture of diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing 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 each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative