J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA
About the role
J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions to individuals and families.
Responsibilities
- Champion and support team members' success and foster a diverse culture
- Build a book of business and deliver personalized investment solutions
- Provide holistic financial planning and coaching beyond investments
- Embrace digital innovations to enhance client engagement
Requirements
- At least 2 years in a Financial Advisor role or equivalent experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Proven ability and commitment to goals-based planning and advice
- A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Skills
- Deep understanding of financial markets and sound business judgment
- Integrity and ethical behavior
- Passion for educating clients on investment technology and channels
Benefits
Chase offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site wellness centers, retirement savings plans, and more. Details will be provided during the hiring process.
Pay
Base salary is determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be offered.
Schedule
The schedule for this role is typically full-time, but may vary based on business needs.