Private Client Advisor — Wealth Planning & Digital

JPMorgan Chase & Co.; Atlanta (GA); On-site; USD 95,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Atlanta seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build deep client relationships, leverage digital tools, and coordinate with Chase partners to deliver tailored solutions while upholding the firm’s commitment to integrity and diversity.

Requires securities licenses and demonstrated success in acquiring clients and managing wealth, with CFP preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent
• Proven ability to acquire and maintain clients and partner with key partners
• Strong goals-based planning and advisory experience
• Active and valid Series 7 license
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting
• Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity
• Build a book of business and deliver personalized investment solutions to clients via leadership and relationship-building, focusing on relationships
• Demonstrate deep understanding of financial markets and sound business judgment
• Exhibit integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank how they want

Skills

Financial advising experience

Client acquisition

Relationship management

Series 7 license

Series 66 license

Life/Health/LTC licenses

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Atlanta seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build deep client relationships, leverage digital tools, and coordinate with Chase partners to deliver tailored solutions while upholding the firm’s commitment to integrity and diversity.

Requires securities licenses and demonstrated success in acquiring clients and managing wealth, with CFP preferred.