Private Client Wealth Advisor: Planning & Growth

JPMorgan Chase & Co.

Atlanta (GA)

On-site

USD 80,000 - 130,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management in Atlanta to deliver holistic financial planning and personalized investment solutions for individuals and families.

The role focuses on relationship management, trusted advisory services, and expanding the client base in a dynamic wealth management environment. The advisor will leverage leading digital tools, collaborate with partners, and educate clients on monitoring and managing

Qualifications

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
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