Wealth Advisor: Personal Finance & Client Growth

JPMorgan Chase & Co.; Marietta (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Marietta, GA, seeks a Private Client Advisor to deliver comprehensive wealth management and tailored investment solutions for individuals and families.

You will grow a client book while coordinating with partners to deepen client relationships and provide education on digital channels for managing investments. The role emphasizes goals-based planning, client acquisition, and servicing with integrity across a digital-enabled advisory platform.

Qualifications

• Minimum 2 years as a Financial Advisor or in financial services.
• Proven ability to acquire and manage clients and collaborate with partners.
• Commitment to goals-based planning and advisory services.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days.
• Active Life, Health, and Long-Term Care licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and wealth management guidance.
• Educate clients on technology and digital tools to monitor investments.
• Champion diversity and foster team-based success within the bank.
• Maintain high integrity and prioritize clients' best interests.

Skills

Relationship building

Client advisory

Goals-based planning

Education

Bachelor’s degree (preferred)

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/Long-Term Care licenses

Job description

JPMorgan Chase & Co. in Marietta, GA, seeks a Private Client Advisor to deliver comprehensive wealth management and tailored investment solutions for individuals and families.

You will grow a client book while coordinating with partners to deepen client relationships and provide education on digital channels for managing investments. The role emphasizes goals-based planning, client acquisition, and servicing with integrity across a digital-enabled advisory platform.