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Private Client Wealth Advisor - Digital Planning
Job in
New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listed on 2026-01-12
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in New Orleans seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The ideal candidate will have at least 2 years of experience in financial advising, possess necessary licenses, and demonstrate expertise in client acquisition and management. Responsibilities include building relationships, supporting team success, and fostering a client-first culture.
A bachelor’s degree and CFP certification are preferred. This position offers competitive compensation and robust benefits.
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