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

Location: Atlanta, GA, United States

Job Family: Sales Practice Review Team

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated National Branch Personal Advisor to join our team in Atlanta, GA. In this role, you will leverage your expertise in financial planning to guide clients toward their financial aspirations through innovative digital platforms. As a key member of our Sales Practice Review Team, you will deliver high-touch advisory services remotely, helping individuals and families navigate investment options, retirement strategies, and wealth preservation in a dynamic market environment. This position offers the opportunity to contribute to J.P. Morgan's legacy of excellence in wealth management while working in a collaborative, supportive atmosphere that values innovation and client-centric solutions. Your primary focus will be on building meaningful client relationships via virtual interactions, conducting thorough needs assessments, and crafting customized financial plans that align with J.P. Morgan's robust product offerings. You will analyze market trends, recommend diversified investment portfolios, and ensure all advice adheres to stringent regulatory standards set by FINRA and the SEC. Collaboration with cross-functional teams will be essential to identify growth opportunities and enhance client satisfaction, all while utilizing cutting-edge digital tools to streamline advisory processes and deliver exceptional value. We pride ourselves on fostering a culture of continuous learning and professional growth at J.P. Morgan Chase. As a Personal Advisor, you will have access to world-class training, mentorship from industry leaders, and the resources to advance your career in financial services. If you are passionate about empowering clients to achieve financial independence and thrive in a digital-first setting, this role in Atlanta provides the platform to make a lasting impact within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial advice to clients via digital channels, helping them achieve their wealth-building goals
• Conduct virtual consultations to assess client needs, recommend investment strategies, and develop tailored financial plans
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client objectives
• Educate clients on J.P. Morgan's suite of wealth management products, including investments, retirement planning, and estate strategies
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan Chase regulations
• Build and maintain long-term client relationships through proactive digital engagement and follow-up
• Collaborate with the national branch team to support sales initiatives and cross-sell opportunities
• Analyze financial data and market trends to deliver insightful recommendations
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Participate in ongoing training to stay current with industry developments and firm standards

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 2 years of experience in financial advising, wealth management, or client-facing roles
• Strong understanding of investment products, financial planning, and regulatory compliance
• Proven track record of meeting sales targets and building client relationships
• Excellent communication skills with the ability to explain complex financial concepts clearly
• Ability to work independently in a digital environment while adhering to J.P. Morgan Chase policies

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with digital advisory platforms or virtual client interactions
• Background in retail banking or wealth management at a major financial institution
• Familiarity with J.P. Morgan's wealth management tools and services
• Bilingual proficiency to serve diverse client bases in Atlanta

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management
• Digital communication and virtual meeting facilitation
• Regulatory compliance (FINRA, SEC rules)
• Sales and persuasion techniques
• Risk assessment and mitigation
• Data interpretation using financial software
• Problem-solving and decision-making
• Time management in a fast-paced environment
• Active listening and empathy
• Proficiency in Microsoft Office and CRM tools like Salesforce
• Market trend analysis
• Ethical judgment in financial advising
• Adaptability to evolving digital technologies

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Hybrid work flexibility and modern office environment in Atlanta, GA

JP Morgan Chase is an equal opportunity employer.