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

🏢 JP Morgan
📍 Atlanta, United StatesFull-timeOn-site
📅 Posted: 3mo ago🔄 Updated: 3mo ago
CV%
✨ AI Summary
J.P. Morgan Wealth Management is seeking Financial Advisors and Senior Financial Advisors for its new remote advice channel. This role involves partnering with clients to create custom financial plans based on their goals, primarily through video or phone appointments. You will build personalized financial plans, match clients with investment portfolios, and provide ongoing advice. The role emphasizes a team environment and building long-term client relationships.
🎁 Benefits & Perks
comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching
Requirements
Requires at least 3 years of relevant financial services or brokerage experience with a focus on financial planning. Must possess a valid and active Series 7 license and a valid and active Series 66 (63/65) license or ability to obtain within 60 days. Must be licensed in all states. A Bachelor's degree and CFP are preferred.
Description

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 and Senior 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 and Senior Financial Advisors will build long-term, dedicated relationships with their clients.

 


 

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00