J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
About The Position
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 and Senior Financial Advisors will build long-term, dedicated relationships with their clients.
Requirements
- Financial Advisor role requires partnership with clients to create custom financial plans.
- Must be able to meet with clients primarily through scheduled appointments via video or phone.
- Ability to build a personalized financial plan for each client.
- Skill in matching clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer.
- Capacity to provide advice to existing clients, helping them navigate shifting financial priorities.
- Ability to work in a team environment to support the full book of clients.
- Senior Financial Advisors will build long-term, dedicated relationships with their clients.
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.
- 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.
- Work in a team environment to support the full book of clients.
- Build long-term, dedicated relationships with their clients (for Senior Financial Advisors).
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
