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Private Client Wealth Advisor – Holistic Planning & Digital
Job in
New Orleans, Jefferson Davis Parish, Louisiana, 70123, USA
Listed on 2026-08-18
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. is looking for a Private Client Advisor in New Orleans to provide comprehensive financial planning and advice to clients. The role includes building client relationships, delivering personalized investment solutions, and assisting clients to better manage their investments. Candidates should have at least 2 years of financial advisory experience and must possess valid financial licenses. A Bachelor's degree and CFP certification are preferred.
This position aims to enhance client engagement and financial success.
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