J.P. Morgan Wealth Management - Private Client Advisor - New Orleans, LA

Location: New Orleans, 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 New Orleans, LA branch. In this role, you will serve as a trusted financial advisor to high-net-worth individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to provide holistic financial planning, including investment strategies, retirement planning, estate planning, and banking integration. Your focus will be on fostering long-term client relationships in the vibrant New Orleans market, helping clients navigate complex financial landscapes while upholding the highest standards of integrity and client service. Key to success in this position is your ability to prospect and grow a client base through networking, referrals, and community engagement. You will conduct in-depth financial assessments, recommend personalized portfolios from J.P. Morgan's diverse offerings—such as equities, fixed income, alternatives, and sustainable investments—and monitor performance to ensure alignment with client objectives. Collaboration with J.P. Morgan's network of experts, including bankers and tax specialists, will enable you to offer seamless, end-to-end solutions. Compliance is paramount; you will adhere to all regulatory requirements while maintaining meticulous documentation in our proprietary systems. This role offers the opportunity to thrive in a dynamic environment where your expertise directly impacts client success and firm growth. J.P. Morgan Wealth Management is committed to empowering advisors with ongoing training, technology, and support to excel in serving affluent clients. If you are passionate about financial advisory and ready to contribute to a legacy of excellence in New Orleans, join us in redefining wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the New Orleans area
• Develop and implement comprehensive wealth management strategies, including portfolio construction, risk assessment, and retirement planning
• Prospect, acquire, and retain clients through relationship-building, networking events, and referrals within the local community
• Conduct regular client reviews to monitor portfolio performance and adjust strategies based on market conditions and client goals
• Collaborate with J.P. Morgan Chase specialists in banking, lending, and estate planning to deliver holistic financial solutions
• Ensure compliance with all federal and state regulations, including SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on J.P. Morgan's suite of investment products, such as mutual funds, ETFs, and alternative investments
• Analyze market trends and economic indicators to provide timely insights and recommendations
• Maintain accurate client records in J.P. Morgan's CRM systems and prepare reports for internal audits
• Participate in branch initiatives to promote J.P. Morgan Wealth Management services in New Orleans

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and collaborate with cross-functional teams
• 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 with high-net-worth individuals and families in the Southern U.S. market
• Bilingual proficiency in English and Spanish to serve diverse client bases in New Orleans
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (SEC, FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory skills
• Market research and economic analysis
• Team collaboration
• Ethical decision-making

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 up to 6%
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Professional development programs, including tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's employee investment opportunities
• Wellness programs with gym memberships, mental health support, and financial counseling
• Relocation assistance for eligible candidates moving to New Orleans

JP Morgan Chase is an equal opportunity employer.