J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA

About the role

We're looking for candidates to grow our new remote advice channel which will open up financial advice to a broader range of clients than we've 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.

Responsibilities

• Partner with clients to create custom financial plans based on their goals.
• 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. Morgan's Chief Investment Officer.
• Provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.

Requirements

• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Experience in financial planning or related field preferred.
• Knowledge of financial markets and investment strategies.

Qualifications

• High school diploma or equivalent.
• Minimum 2 years of relevant work experience.
• Proven ability to build and maintain strong client relationships.

Skills

• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office.
• Ability to manage multiple tasks and prioritize effectively.

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Pay

Details about total compensation and benefits will be provided during the hiring process.

Schedule

Flexible schedule to accommodate remote work.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.