J.P. Morgan Wealth Management - Private Client Advisor - Mandeville LA

Location: Mandeville, 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 Mandeville, LA branch. In this role, you will serve as a trusted financial partner to affluent individuals and families, delivering tailored advice that aligns with their unique goals and life stages. Leveraging J.P. Morgan's global resources and innovative platforms, you will craft comprehensive wealth strategies encompassing investments, banking, lending, and legacy planning. This branch-based position offers the opportunity to build lasting relationships in a vibrant Louisiana community, contributing to our mission of empowering clients to achieve financial confidence. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending personalized solutions from J.P. Morgan's extensive product suite, such as Chase Private Client benefits and diversified investment portfolios. You will proactively identify opportunities to grow client assets under management, while ensuring all recommendations adhere to the highest standards of compliance and fiduciary duty. Collaboration with cross-functional teams, including bankers and specialists, will be key to providing seamless, holistic service that sets J.P. Morgan apart in the competitive financial services landscape. We value advisors who thrive in a dynamic environment, demonstrating resilience in market fluctuations and a passion for client success. With access to J.P. Morgan's renowned training programs and career advancement paths, this role is ideal for professionals ready to elevate their impact in wealth management. Join us in Mandeville to help clients navigate their financial futures with the unparalleled expertise of J.P. Morgan Chase.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Mandeville branch
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain clients through relationship-building, networking events, and referrals within the local community
• Conduct regular portfolio reviews and adjust investment recommendations based on market conditions and client goals
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's risk management policies and federal regulations
• Educate clients on J.P. Morgan's suite of products, including Chase Private Client services and investment options
• Track and report on client portfolio performance, aiming to meet or exceed growth targets
• Participate in branch initiatives to enhance client experience and drive business development
• Maintain accurate records in J.P. Morgan's CRM systems and adhere to documentation standards

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 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Commitment to ethical standards and client-centric service as per FINRA and SEC guidelines

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency, particularly in English and Spanish, to serve diverse client bases in Louisiana
• Prior success in asset gathering and portfolio management exceeding $1M in AUM
• Knowledge of local market dynamics in the Mandeville, LA area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Ethical judgment and integrity
• Time management and organization
• Team collaboration
• Active listening and empathy
• Digital literacy in financial tools

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 for certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Mandeville, LA

JP Morgan Chase is an equal opportunity employer.