Private Client Advisor - Wealth & Financial Planning

JPMorgan Chase & Co.; Kennesaw (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Georgia is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families.

You will build relationships, deliver customized investment solutions, and leverage digital tools to enhance the client experience. You will work to deepen client relationships, support cross‑functional partners, and uphold the firm’s commitment to integrity and fiduciary standards while offering guidance across a broad range of

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license required or must be obtained within 60 days of starting.
• Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and educate clients on technology channels for monitoring and managing investments.
• Embrace digital innovations to help clients become more digitally confident and bank where they want.

Skills

Client acquisition

Relationship building

Financial planning

Industry knowledge

Communication skills

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Georgia is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families.

You will build relationships, deliver customized investment solutions, and leverage digital tools to enhance the client experience. You will work to deepen client relationships, support cross‑functional partners, and uphold the firm’s commitment to integrity and fiduciary standards while offering guidance across a broad range of