Wealth Advisor: Private Clients & Holistic Planning

Next Frontier Capital; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Bonus potential

Retirement plan

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a diverse client base, offer advised solutions, and collaborate with bank partners to deepen client relationships and grow wealth management services. The role emphasizes strategic relationship-building, understanding financial markets, and maintaining high ethical standards while guiding clients through their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advice

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a diverse client base, offer advised solutions, and collaborate with bank partners to deepen client relationships and grow wealth management services. The role emphasizes strategic relationship-building, understanding financial markets, and maintaining high ethical standards while guiding clients through their