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J.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GA

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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients’ needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase Glassdoor Company Review

3.8

Chase DE&I Review

No rating

CEO of Chase

Jamie Dimon

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Average salary estimate

$80000 / YEARLY (est.)

min

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$60000K

$100000K

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What You Should Know About J.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GA, Chase

At J.P. Morgan Chase, we’re passionate about helping clients achieve their financial goals, and we’re looking for a Private Client Advisor to join our Atlanta team. In this role, you’ll utilize your financial expertise to guide individuals and families through comprehensive planning and investment solutions tailored to their unique needs. Every day you’ll have the opportunity to build strong, meaningful relationships with clients, whether they’re just starting their financial journey or managing significant wealth. Your role will be integral in providing an exceptional investor experience, combining our wide range of investment products with top-notch customer service. You’ll not only deliver personalized solutions but also embrace innovative digital technologies to ensure clients can manage their investments seamlessly. At J.P. Morgan, we’re not just about the numbers; we value diversity and inclusion and support our team’s success collectively. We need someone who champions our values, demonstrates unwavering integrity, and is eager to empower clients through education about their investment options. This is a fantastic opportunity to make an impact while growing your career in the vibrant Atlanta market. If you’re driven by a genuine desire to serve clients and possess a solid foundation in financial advisory, we want to hear from you!

Frequently Asked Questions (FAQs) for J.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GA Role at Chase

What are the key responsibilities of a Private Client Advisor at J.P. Morgan?

As a Private Client Advisor at J.P. Morgan, you will offer comprehensive financial planning and tailored investment solutions to clients. Your key responsibilities include building and managing a book of business, fostering long-term relationships, understanding clients’ financial needs, and guiding them through investment decisions. Additionally, you will utilize digital tools to enhance client experiences and promote financial literacy.