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

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.

We are hiring Financial Advisors 

As part of J.P. Morgan’s 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. Morgan’s 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  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

• Bachelor’s degree preferred

• CFP preferred

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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

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. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.