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

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Description

As a Personal Advisor in J.P. Morgans Wealth Managements National Branch Personal Advising 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. Morgans 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. Personal Advisors will work in a full time based office environment to support the full book of clients.

Job responsibilities:

Leverage experience and understanding of investments wealth planning credit and banking concepts to help clients achieve their financial goals
Convert high quality leads into new clients and help to maintain those relationships
Utilize a solution-oriented mindset to work towards best possible outcomes for all clients
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
Educate clients on the digital products available to them to better monitor maintain and achieve their financial goals

Required qualifications capabilities and skills:

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

Preferred qualifications capabilities and skills:

At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
Bachelors degree preferred
CFP preferred

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.

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

Bachelors degree preferred

CFP preferred

Required Experience:

Unclear Seniority

DescriptionAs a Personal Advisor in J.P. Morgans Wealth Managements National Branch Personal Advising 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...