at J.P. Morgan
Bulge Bracket Investment BanksPosted 2 days ago
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**J.P. Morgan Wealth Management - National Branch Personal Advisor (Atlanta, GA)** Leverage your 3+ years in financial services to become a National Branch Personal Advisor at J.P. Morgan's Wealth Management remote advice group in Atlanta. You'll collaborate with clients to create tailored financial plans meeting their short, medium, and long-term objectives. Your role involves conducting virtual appointments, developing personal financial roadmaps, aligning clients with J.P. Morgan's investment portfolios, and nurturing existing client relationships. Key skills include investment and wealth planning expertise, solution-oriented mindset, and a track record of converting high-quality leads into clients. Required licenses: Series 7, 66, and relevant state licenses with a Bachelor's degree and CFP preferred. Drive growth and balance in a diverse, inclusive environment committed to work-life harmony.
- Compensation
- Not specified
- City
- Atlanta
- Country
- United States
Currency: Not specified
Full Job Description
Location: Atlanta, GA, United States
Were looking for candidates to grow our new remote advice channel which will open up financial advice to a broader range of clients than weve ever been able to serve before. This is a growth business, committed to diversity and inclusion and maintaining a culture focused on work life balance. We are looking to grow our teams in multiple locations nationwide.
We are hiring Financial Advisors and Senior Financial Advisors
As part of J.P. Morgans Wealth Management remote advice group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgans Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Financial Advisors will work in a team environment to support the full book of clients and Senior Financial Advisors will build long-term, dedicated relationships with their clients.
Responsibilities
Experience and understanding of investments, wealth planning, credit and banking concepts
Ability to have a solution-oriented mindset to work towards best possible outcomes for all clients
Leverage a holistic goals-based planning approach to help clients achieve their financial goals
Strong performance and track record of converting high quality leads into new clients and helping to maintain those relationships
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
Passion for educating clients on the digital products available to them to better monitor, maintain, and achieve their financial goals.
Qualifications
At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires you to be licensed in all states
Bachelors degree preferred
CFP preferred
At J.P. Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. Were committed to delivering a more human wealth management experience that brings strength and understanding together while using cutting-edge digital capabilities to help our clients achieve their financial goals. Thats why were going all in on the people who make our business what it is while making it a rewarding place to grow personally and professionally.
