Private Wealth Advisor

JPMorgan Chase; Atlanta (GA); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Atlanta is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build and maintain relationships, deliver advisory solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes understanding markets, guiding clients through digital tools, and delivering holistic financial coaching while upholding high ethical standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship development.
• Goals-based planning and advice experience is required.
• Active Series 7; Series 66 (63/65) within 60 days of start.
• Licenses for Life, Health and Long Term Care insurance within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Rely on leadership and relationship-building to grow client base.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank anytime, anywhere.

Skills

Client relationship management

Goals-based planning

Financial advisory experience

Series 7

Series 66 (63/65)

Licensing: Life/Health/ LTC

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase in Atlanta is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build and maintain relationships, deliver advisory solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes understanding markets, guiding clients through digital tools, and delivering holistic financial coaching while upholding high ethical standards.