J.P. Morgan Wealth Management – Private Client Advisor - Lake Charles, LA- Nelson Branch

Location: Lake Charles, 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 Nelson Branch in Lake Charles, LA. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their life goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's global resources, cutting-edge research, and diverse investment offerings to help clients navigate complex financial landscapes, from retirement planning to multi-generational wealth transfer. This position offers the opportunity to build a rewarding career in a supportive team environment while making a meaningful impact on the Lake Charles community. Your primary focus will be on fostering deep, long-term client relationships through personalized consultations and proactive advice. You will conduct thorough financial assessments, recommend strategies that align with clients' risk profiles and objectives, and execute investment plans using J.P. Morgan's proprietary tools and platforms. Collaboration with internal experts in areas like private banking, sustainable investing, and philanthropy will enable you to provide holistic guidance. Additionally, you will engage in business development activities, such as networking at local events and leveraging referrals to grow your client base and assets under management (AUM). Success in this role requires a client-centric mindset, deep financial acumen, and the ability to thrive in a dynamic branch setting. You will uphold the highest standards of integrity and compliance, ensuring all recommendations adhere to regulatory requirements and J.P. Morgan's commitment to ethical practices. With opportunities for professional growth, competitive compensation, and a collaborative culture, this position is ideal for experienced advisors passionate about empowering clients' financial futures in the heart of Southwest Louisiana.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families at the Nelson Branch in Lake Charles, LA
• Develop and maintain long-term relationships with clients by understanding their unique financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Recommend and implement suitable investment products from J.P. Morgan's suite, such as mutual funds, ETFs, and alternative investments
• Collaborate with J.P. Morgan Wealth Management teams, including specialists in lending and philanthropy, to deliver holistic solutions
• Prospect and acquire new clients through community engagement, referrals, and branch networking events
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance updates and adjustments based on market conditions
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Contribute to branch goals by participating in local marketing initiatives and client appreciation events

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working in a J.P. Morgan Chase branch or similar high-net-worth advisory role
• Bilingual proficiency, particularly in English and Spanish, to serve diverse client bases in Lake Charles, LA
• Knowledge of local economic factors and community networks in Southwest Louisiana
• Prior success in asset gathering and portfolio management exceeding $10 million in AUM

Required Skills

• Financial analysis and portfolio construction
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship management
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Regulatory compliance and risk assessment
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening
• Digital literacy for CRM systems like Salesforce
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration in a branch environment
• Cultural sensitivity for diverse client interactions

Benefits

• Competitive base salary plus uncapped performance-based incentives tied to client assets and revenue
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for CFP or CFA certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Lake Charles, LA

JP Morgan Chase is an equal opportunity employer.