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J.P. Morgan Wealth Management – Private Client Advisor - Atlanta, GA

  • Job
    Full-time
    Junior & Mid Level
  • Banking & Finance
  • Atlanta

AI generated summary

  • You need 2+ years of financial advisor experience, client acquisition success, Series 7 & 66 licenses, and commitment to goals-based planning. CFP® certification and a bachelor's degree are preferred.
  • You will champion your teammates, build client relationships, provide personalized investment solutions, educate clients on technology, offer financial coaching, and embrace digital innovations to help clients bank with confidence.

Requirements

  • Required qualifications, capabilities, and skills:
  • 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
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • Preferred qualifications, capabilities, and skills:
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred

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. This will be done with a consistent focus on relationship management, not portfolio management
  • 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

FAQs

What is the primary focus of the Private Client Advisor role at J.P. Morgan Wealth Management?

The primary focus of the Private Client Advisor role is to offer comprehensive financial planning and advice to individuals and families, providing personalized investment solutions and deepening client relationships.

What qualifications are required for the Private Client Advisor role?

The required qualifications for the Private Client Advisor role include at least 2 years in a Financial Advisor role or equivalent financial services experience, a valid and active Series 7 license, and a valid and active Series 66 (63/65) license. A valid and active Life, Health and Long Term Care Insurance license is also required.

What skills are necessary for success as a Private Client Advisor?

Skills necessary for success as a Private Client Advisor include client acquisition, cultivating and maintaining client relationships, knowledge of goal-based planning and advice, a deep understanding of financial markets, and a commitment to providing exceptional customer service.

Is any certification preferred for the Private Client Advisor role?

Certified Financial Planning (CFP®) certification is preferred for the Private Client Advisor role, along with a Bachelor's degree.

How can a Private Client Advisor assist clients in becoming more digitally confident?

Private Client Advisors can assist clients in becoming more digitally confident by educating them on the technology and channels available to them to better monitor, maintain, and handle their investments, embracing digital innovations to help clients bank when, where, and how they want.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.