Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

JPMorgan Chase

Responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required Qualifications At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health, and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred Qualifications Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr JPMorgan Chase

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the J.P. Morgan Wealth Management - Private Client Advisor - New Orleans, LA in New Orleans, LA vacancy
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary...  ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Private client

    JPMorgan Chase & Co.

    New Orleans, LA
    3 days ago
  • Job Description At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering...  ...to meet their financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning... 
    Private client

    JPMorganChase

    New Orleans, LA
    12 hours ago
  • $50k

    Outside Sales Representative | New Orleans, LA (Onsite) CEG's premier client in the construction...  ...for consultative sales to manage their River Parishes (...  ...deeply. Act as a trusted advisor, offering tailored guidance...  ...= Total Comp of $100k+ #J-18808-Ljbffr Kaizen Lab... 
    Suggested
    Shift work

    Kaizen Lab Inc.

    New Orleans, LA
    4 days ago
  • Event Sales Manager - New Orleans, LA page is loaded## Event Sales Manager - New Orleans...  ...Hiring: **Sales Manager/Private Event Manager** **In this...  ...primary contact for all group clients, ensuring completion of...  ...s how we do things every day. #J-18808-Ljbffr Fogo de Chão
    Suggested
    Hourly pay
    Permanent employment
    Full time
    Temporary work
    Work at office
    Local area
    Immediate start

    Fogo de Chão

    New Orleans, LA
    4 days ago
  • $60k - $70k

     ...for our Medical/Surgical sales team in New Orleans, LA. The position requires the ability to assimilate...  ...limited to surgeons, OR directors and managers. The position reports to the field...  ...characteristic protected by applicable federal, state, or local laws. #J-18808-Ljbffr Medline
    Suggested
    Minimum wage
    Work experience placement
    Local area
    Immediate start

    Medline

    New Orleans, LA
    4 days ago
  •  ...Psychiatrist Location: Harahan, LA River Oaks Hospital is...  ...Hospital, located in the suburbs of New Orleans, Louisiana is a 126-bed private psychiatric facility for adults, adolescents...  ...of the nation's leading healthcare management companies. Psychiatrists who... 
    Full time
    Relocation package
    Monday to Friday
    Night shift
    Weekend work

    Universal Health Services

    Harahan, LA
    3 days ago
  • $124.32k - $186.48k

     ...Specialty Sales Consultant, Stroke/Thrombosis | New Orleans, LA This role will cover the geography of New...  .... Lead formulary access by navigating P&T committees and influencing protocol...  ...Orleans Division: Pharmaceuticals Reference Code: 870613 #J-18808-Ljbffr Bayer
    Local area

    Bayer

    New Orleans, LA
    21 hours ago
  • $43.9k - $109.2k

     ...a field-based position based in **New Orleans, LA** in the ICM Cardiac Rhythm Management division. As a global leader in Cardiac...  ...*** Contacts, visits and educates clients and potential clients on the...  ...success of Abbott’s CRM product lines. #J-18808-Ljbffr Abbott Laboratories
    Worldwide

    Abbott Laboratories

    New Orleans, LA
    4 days ago
  • $120k - $170k

     ...Specialist, Uro-Oncology - New Orleans, LA page is loaded## Sales Specialist...  ...## **Job Description:**As a privately-owned, biopharmaceutical...  ...timely and accurate reports to management and other Ferring...  ...Affirmative Action/Equal Opportunity #J-18808-Ljbffr Ferring Holding... 
    Full time
    Temporary work
    Local area
    Long distance
    Flexible hours
    Night shift

    Ferring Holding SA

    New Orleans, LA
    21 hours ago
  •  ...Advanced Lung Disease Sales Specialist (New Orleans, LA) \*Rare Disease Opportunity\* page is loaded##...  ...accounts through effective territory management and execution of sales/marketing...  ...customer interaction via face-to-face #J-18808-Ljbffr United Therapeutics Corporation
    Local area
    Remote work
    Home office

    United Therapeutics Corporation

    New Orleans, LA
    4 days ago
  • $130k - $160k

    Senior/Cardiopulmonary Sales Specialist-PAH (New Orleans, LA) \*Rare Disease Opportunity\* page is...  ...accounts through effective territory management and execution of sales/marketing strategies...  ...for the Senior Cardiopulmonary-PAH #J-18808-Ljbffr United Therapeutics Corporation
    Local area
    Remote work
    Home office

    United Therapeutics Corporation

    New Orleans, LA
    4 days ago
  • $43.9k - $109.2k

     ...is a field-based position based in New Orleans, LA in the ICM Cardiac Rhythm Management division. As a global leader in...  ...Responsibilities Contact, visit and educate clients and potential clients on the...  ...may vary from the range posted. #J-18808-Ljbffr Abbott Laboratories
    Worldwide

    Abbott Laboratories

    New Orleans, LA
    4 days ago
  •  ...Representative - Pharmaceutical Location: New Orleans, LA • Job ID: PSR20h Purpose & Scope...  ...promotional activities identified by Sales Management. Coordinate promotional efforts with peers...  .../Gender Identity/Disability/Vet. #J-18808-Ljbffr Access Pharmaceutical Inc.
    Weekday work

    Access Pharmaceutical Inc.

    New Orleans, LA
    4 days ago
  •  ...financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored...  ...understanding of investments and wealth planning. The firm values a proactive...  ...a collaborative team environment. #J-18808-Ljbffr JPMorgan Chase & Co.
    Private client

    JPMorgan Chase & Co.

    New Orleans, LA
    21 hours ago
  •  ...Account Specialist, Gastroenterology to be in New Orleans LA. Territory includes: New Orleans,...  ...or gastroenterology. Prior experience managing through complex reimbursement issues....  ...more about you and wish you the best of luck in the process! J&J Family of Companies
    Work at office
    Local area
    Night shift

    J&J Family of Companies

    New Orleans, LA
    12 hours ago
  • JPMorgan Chase in New Orleans is seeking a Financial Advisor who will focus on delivering personalized...  ...and fostering strong client relationships. Candidates...  ...integrity, relationship management skills, and a deep...  ...understanding of financial markets. #J-18808-Ljbffr JPMorgan... 
    Private client

    JPMorgan Chase

    New Orleans, LA
    21 hours ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor in New Orleans to provide comprehensive financial...  ...solutions, and assisting clients to better manage their investments. Candidates should...  ...engagement and financial success. #J-18808-Ljbffr JPMorgan Chase & Co.
    Private client

    JPMorgan Chase & Co.

    New Orleans, LA
    1 day ago
  • New Orleans, LA, USA Job Description At BankPlus...  ...for acquiring, managing, and growing a...  ...overall client satisfaction while...  ...as the primary advisor to corporate clients...  ...Services, Wealth and Asset Management...  ...to mortgage, private banking, and...  ...abuse testing. #J-18808-Ljbffr BankPlus
    Work at office
    Local area

    BankPlus

    New Orleans, LA
    1 day ago
  •  ...Venues, Production Manager - House of Blues New Orleans page is loaded##...  ...: New Orleans, LA, USAtime type: Full...  ...10,000 clients worldwide. Live Nation...  ...management of concert/private events from load...  ...and personal days**WEALTH**: 401(k) program...  ...and level of #J-18808-Ljbffr Live... 
    For contractors
    For subcontractor
    Casual work
    Local area
    Worldwide
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Live Nation International

    New Orleans, LA
    2 days ago
  •  ...financial services company in New Orleans is seeking a Private Banker 4 to coordinate wealth services for high net worth clients. The ideal candidate will...  ...Responsibilities include managing loan proposals, generating...  ...supportive environment. #J-18808-Ljbffr Hancock... 
    Full time

    Hancock Whitney Corp.

    New Orleans, LA
    1 day ago
  • A financial services company located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial...  ...quality standards in the firm's banking activities. #J-18808-Ljbffr Hancock Whitney
    Private client

    Hancock Whitney

    New Orleans, LA
    3 days ago
  • $20 - $30 per hour

     ...Types: Parttime, Contract Job Locations: New Orleans, LA Do you bring out the star in your...  ...students? Taylor Robinson Music is looking for private music instructors who share our...  ...marketing, SEO, and billing services. #J-18808-Ljbffr Taylor Robinson Music, LLC
    Hourly pay
    Contract work
    Part time
    For contractors
    Work at office
    Local area

    Taylor Robinson Music, LLC

    New Orleans, LA
    21 hours ago
  •  ...Marketing team. Responsibilities Create and manage group and meeting bookings to ensure...  ...needed. Send group room contracts to clients in a timely manner and follow up to...  ...media programs to influence the sales of hotel room nights #J-18808-Ljbffr The New Orleans Tribune
    Work at office
    Night shift

    The New Orleans Tribune

    New Orleans, LA
    3 days ago
  • $50k - $70k

     ...sustainable factory in LA . We innovate across categories...  ...) Assistant Store Manager : No position at...  ...execution of an elevated client experience acting as a brand...  ...approach to take on new challenges with the self...  ...get employer-sponsored private medical, dental, and vision... 
    Full time
    Live in
    Local area
    Flexible hours
    Night shift
    Weekend work

    Reformation

    New Orleans, LA
    3 days ago
  •  ...Field Sales Representative - New Orleans, LA The Field Sales Representative plays a critical role in overall field execution strategy...  ...brand performance. Plans and Aligns: Partner with Account Management to develop and execute territory action plan to drive sales,... 
    Temporary work
    Work experience placement
    Local area
    Night shift
    Weekend work
    Afternoon shift

    Tuft & Needle

    New Orleans, LA
    4 days ago
  • $2,360 - $2,553 per week

     ...position: PT Inpatient Rehab in New Orleans, LA. We'll work with you to...  ...of Care,Short Term Goals,Time Management,Bed alarms,Call lights,Gait belt...  ...,Medicare A,Medicare B,Private Pay,Workers Compensation Facility...  ...and welcomes all to apply. #J-18808-Ljbffr Aya Healthcare,... 
    Temporary work
    Local area
    Immediate start
    Relocation
    Shift work

    Aya Healthcare, Inc.

    New Orleans, LA
    4 days ago
  •  ...charm meets luxury at the New Orleans Country Club in the...  ...refresh and upgrade to its a la carte restaurant...  ...together both FOH and BOH management to develop one ‘Team”...  ...Club has been a top 100 private country club over the past...  ...(Required) #J-18808-Ljbffr DZA Associates
    Casual work
    Relocation

    DZA Associates

    New Orleans, LA
    21 hours ago
  • $19.23 - $38.46 per hour

     ...with high speed Internet access, private network services, IPv4 address...  .... Responsibilities Identify new business opportunities within...  ...walks, lobby events, property management relationships, and customer...  ...Equal Opportunity Employer. #J-18808-Ljbffr Cogent Communications
    Hourly pay
    Temporary work
    Work at office

    Cogent Communications

    New Orleans, LA
    4 days ago
  • $19.23 - $43.26 per hour

     ...provides high speed Internet access, private network services, IPv4 address...  .... Responsibilities Identify new business opportunities within a...  ...apply for the Global Account Manager position, please submit your...  ...Equal Opportunity Employer. #J-18808-Ljbffr Cogent Communications
    Hourly pay
    Work at office

    Cogent Communications

    New Orleans, LA
    4 days ago
  • TwinThread is seeking a Private Banker (VP or Executive Director) in New Orleans, LA. In this role, you will advise clients on wealth management and develop tailored financial solutions. The ideal...  ..., retirement plans, and mental health support. #J-18808-Ljbffr TwinThread

    TwinThread

    New Orleans, LA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Private Client Advisor - New Orleans, LA. Be the first to apply!