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

Location: McDonough, 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 McDonough, GA branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, offering comprehensive planning and advice to help them achieve their wealth-building goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and research, to deliver personalized strategies in retirement, education funding, estate planning, and more. This position is ideal for a client-focused professional passionate about the financial services industry and eager to make a meaningful impact in the local McDonough community. Your day-to-day responsibilities will involve engaging with clients face-to-face in our state-of-the-art branch, conducting in-depth financial reviews, and recommending bespoke solutions from J.P. Morgan's diverse portfolio of products, such as managed accounts, alternative investments, and lending options. You will build lasting relationships by providing proactive advice on market opportunities and economic shifts, while ensuring all recommendations align with the highest standards of compliance and fiduciary duty. Collaboration with J.P. Morgan specialists, including bankers and investment strategists, will be key to offering holistic wealth management services tailored to each client's unique needs and risk tolerance. We value advisors who thrive in a dynamic, goal-oriented environment and are committed to professional growth. With access to J.P. Morgan's renowned training programs and career development opportunities, you will continuously enhance your expertise in wealth management. If you are a licensed professional with a proven ability to drive client satisfaction and asset growth, join our team in McDonough to empower clients on their financial journeys while advancing your career at a premier global firm.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the McDonough area
• Develop and maintain long-term relationships with clients to understand their financial goals and life objectives
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and risk management
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management products
• Collaborate with branch teams and specialists to deliver holistic banking and advisory services
• Prospect for new clients through community networking, referrals, and branch events in McDonough, GA
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's digital tools for wealth management
• Contribute to branch goals by driving client acquisition and asset growth in the local market

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations
• Clean background check and compliance with FINRA and SEC regulations

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, particularly in Spanish, to serve the McDonough community
• Previous success in meeting or exceeding sales targets in financial advisory roles
• Knowledge of local economic trends and community needs in Georgia

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance and risk assessment
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Proficiency in financial software like Bloomberg or J.P. Morgan proprietary tools
• Empathy and active listening for client needs
• Negotiation and advisory persuasion
• Digital literacy for online banking and CRM systems
• Team collaboration in a branch environment
• Adaptability to market changes and client feedback
• Ethical decision-making in financial advising

Benefits

• Competitive base salary plus uncapped 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 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 fitness reimbursements
• Relocation assistance if applicable, plus commuter benefits for the McDonough location

JP Morgan Chase is an equal opportunity employer.