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

JPMorgan Chase & Co.•Atlanta, GA

16h•Remote

About The Position

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. 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 Advisors and Senior Financial Advisors

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.
Financial Advisors will work in a team environment to support the full book of clients.
Senior Financial Advisors will build long-term, dedicated relationships with their clients.