J.P. Morgan Wealth Management - Private Client Advisor - Acworth, GA

Location: Acworth, GA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Acworth, GA branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, while fostering long-term relationships that drive asset growth and client loyalty. This position is ideal for a seasoned advisor passionate about empowering clients in the vibrant Acworth community to achieve their financial aspirations. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth financial assessments, recommending personalized portfolios that align with clients' goals and risk profiles, and integrating J.P. Morgan's full suite of services, including banking, lending, and philanthropy advisory. You will collaborate closely with branch colleagues to ensure seamless client experiences and stay proactive in identifying opportunities for portfolio optimization amid market fluctuations. Compliance is paramount; you will adhere to all FINRA, SEC, and internal J.P. Morgan standards to safeguard client interests and maintain the firm's reputation for integrity. Success in this role requires a client-centric approach, where you proactively engage with the local Acworth network through events and referrals to expand your book of business. J.P. Morgan provides robust support, including cutting-edge technology platforms and continuous training, to help you excel. If you are a licensed professional with a proven track record in wealth management and a commitment to excellence, join our team to make a meaningful impact on clients' financial futures in this dynamic Georgia location. J.P. Morgan Wealth Management is committed to diversity, inclusion, and building a supportive culture where advisors can thrive. We offer competitive compensation, comprehensive benefits, and opportunities for career advancement within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Acworth, GA branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive needs assessments and recommend tailored investment portfolios using J.P. Morgan's resources
• Collaborate with branch teams to deliver holistic wealth management solutions, including retirement planning and estate strategies
• Prospect and acquire new clients through community engagement, referrals, and local networking events
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with SEC and FINRA regulations
• Educate clients on J.P. Morgan's suite of products, such as banking, lending, and alternative investments
• Track performance metrics, including assets under management (AUM) growth and client satisfaction scores
• Participate in ongoing professional development to stay abreast of industry trends and J.P. Morgan policies

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client relationship management and asset growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving high-net-worth individuals
• Clean regulatory history with FINRA and state securities regulators

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse clients in Acworth, GA
• Previous success in community networking and business development in the Southeast region
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and market trends
• Regulatory compliance and risk assessment
• Sales and business development acumen
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Time management and organizational abilities
• Empathy and active listening for client needs
• Team collaboration in a branch setting
• Digital literacy with CRM systems like Salesforce
• Adaptability to economic and regulatory changes
• Networking and community engagement
• Ethical decision-making in high-stakes financial advice

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Acworth, GA

JP Morgan Chase is an equal opportunity employer.