Wealth Planning & Private Client Advisor

Next Frontier Capital

Baton Rouge, LA

JOB DETAILS
SKILLS
Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Financial Planning, Financial Services, Investment Services, Series 7
LOCATION
Baton Rouge, LA
POSTED
Today

J.P. Morgan Chase is seeking a Private Client Advisor in Baton Rouge, Louisiana, to provide comprehensive financial planning and investment advice tailored to a range of clients. The role emphasizes building strong client relationships and requires a minimum of 2 years' experience in financial services.The ideal candidate will possess a Series 7 and 66 license along with strong skills in client acquisition and relationship management. This position offers a competitive rewards package including salary, commission opportunities, and benefits.#J-18808-Ljbffr

About the Company

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Next Frontier Capital