JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - New Orleans, LA
New Orleans, LA +1 · Full-time · Posted Aug 16, 2026
- Location
- New Orleans, LA
Metairie, LA - 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 tailored solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management.
- Provide holistic financial coaching and goals-based advice, including education on digital tools and investment channels.
- Support teammates and bank goals while maintaining integrity and fostering an inclusive culture.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Success in client acquisition, relationship management, 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