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Private Wealth Advisor — Holistic Planning
Job in
Baton Rouge, East Baton Rouge Parish, Louisiana, 70873, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Baton Rouge is seeking a Private Client Advisor to support clients with comprehensive financial planning and investment solutions. This role demands at least 2 years of experience in financial advising, a strong understanding of market dynamics, and licenses in Series 7 and Series 66. The advisor will foster client relationships, promote digital direction in banking, and ensure goals-based planning while embracing a commitment to diversity.
Competitive compensation and benefits include health coverage, retirement savings, and tuition reimbursement.
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