JP Morgan Chase & Co.

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

JP Morgan Chase & Co. • $80K — $120K *
Atlanta, GA 30326In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 3 weeks ago
Job Overview by Ladders

Qualifications

  • 3+ years of relevant financial services or brokerage experience, focusing on financial planning.
  • Active Series 7 license required.
  • Series 66 (or 63/65) license needed or must be obtained within 60 days of starting.
  • Must be licensed in all states for client interaction.
  • Bachelor's degree preferred; CFP designation is a plus.

Responsibilities

  • Understand and apply investment, wealth planning, credit, and banking concepts.
  • Adopt a solution-oriented mindset for optimal client outcomes.
  • Utilize holistic, goals-based planning to assist clients in financial goal achievement.
  • Convert high-quality leads into new clients while fostering those relationships.
  • Ensure client solutions align with short, medium, and long-term objectives.
  • Maintain strong organizational skills to manage daily activities effectively.
  • Educate clients on digital products for better financial management.

Benefits

  • Commitment to diversity and inclusion in the workplace.
  • Focus on work-life balance culture.
  • Opportunity for growth in a new remote advice channel.
  • Team-focused environment for comprehensive support to clients.
Full Job Description
JOB 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. JOB 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. JOB 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

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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