J.P. Morgan Wealth Management - Private Client Advisor - Kenner Branch -Kenner, La

Location: Kenner, LA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Kenner Branch in Kenner, LA. In this branch-based role, you will serve as a trusted financial advisor, delivering comprehensive planning and advice to individuals and families seeking to build and protect their wealth. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and research, to create customized strategies that align with clients' unique goals, from retirement planning to estate management. This position offers the opportunity to make a meaningful impact in the local community while contributing to the firm's mission of empowering clients to achieve financial success. Your day-to-day responsibilities will involve engaging directly with clients in the branch, conducting in-depth financial assessments, and recommending solutions such as diversified investment portfolios, tax-efficient strategies, and access to J.P. Morgan's private banking services. You will collaborate closely with branch colleagues to provide seamless, holistic advice, while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices. Success in this role requires a client-centric approach, where you proactively identify opportunities to deepen relationships and grow assets under management, all while fostering trust in a dynamic retail environment. J.P. Morgan Wealth Management values innovation and excellence, offering robust support for your professional growth through ongoing training, mentorship, and access to industry-leading technology. If you are passionate about financial services and eager to help clients navigate their financial journeys in Kenner, LA, this role provides a rewarding platform to advance your career within a prestigious global firm. Join us to be part of a team that sets the standard for wealth advisory excellence.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families at the Kenner Branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment portfolios, retirement strategies, and wealth preservation solutions using J.P. Morgan's proprietary tools
• Conduct client meetings, financial reviews, and educational seminars to promote wealth management services
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Prospect and acquire new clients through networking, referrals, and community engagement in Kenner, LA
• Monitor market trends and adjust client strategies to optimize performance and mitigate risks
• Document client interactions and maintain accurate records in J.P. Morgan's client management systems
• Contribute to branch goals by driving asset growth and client satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in J.P. Morgan Chase's wealth management products and services
• Bilingual proficiency, particularly in Spanish or other languages common in the Kenner, LA community
• Previous success in meeting or exceeding sales targets in financial advisory roles

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Sales and prospecting techniques
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical decision-making
• Digital literacy for client platforms

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and licensing support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Kenner, LA location

JP Morgan Chase is an equal opportunity employer.