Private Wealth Advisor — Holistic Planning & Digital Tools
Job in
New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listed on 2025-12-13
Listing for:
JPMorganChase
Full Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will help clients from various backgrounds, focusing on relationship management and delivering bespoke investment solutions. Ideal candidates have at least 2 years of relevant experience and must hold specific financial licenses. A commitment to diversity and inclusion is key in this role.
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