Private Client Advisor: Build Wealth & Digital Solutions

JPMorganChase; Marietta (GA); On-site; USD 65,000 - 110,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor for Chase Wealth Management in Marietta, GA. You will provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering exceptional client experiences.

Responsibilities include leveraging digital tools, expanding the client base, and collaborating with partners to offer tailored solutions while upholding fiduciary standards and diversity commitments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Licenses: active Series 7 and Series 66 (63/65) or obtain within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses active or obtain within 60 days.
• Demonstrated success in client acquisition and relationship management.
• CFP certification is preferred; Bachelor's degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and fiduciary responsibility to clients.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with Chase partners to deepen client relationships and provide holistic guidance.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity & ethics

Digital adoption

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor for Chase Wealth Management in Marietta, GA. You will provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering exceptional client experiences.

Responsibilities include leveraging digital tools, expanding the client base, and collaborating with partners to offer tailored solutions while upholding fiduciary standards and diversity commitments.