JPMorgan Chase
J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
Atlanta, GA · Full-time · Posted Sep 18, 2026
- Experience
- At least 3 years of relevant financial services or brokerage experience is strongly preferred, with a focus on financial planning.
- Education
- Bachelor’s degree preferred.
About the job
Provides remote wealth management advice by creating personalized financial plans, recommending J.P. Morgan-managed investment portfolios, and supporting clients through ongoing financial decisions.
What you'll do
- Meet clients by scheduled video or phone appointments, develop personalized financial plans, and match clients with investment portfolios.
- Advise existing clients and build long-term relationships while supporting the team’s full book of clients.
- Convert qualified leads into clients and educate them about digital products for managing financial goals.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
- Must be licensed in all states.
- Experience and understanding of investments, wealth planning, credit, and banking concepts.
Nice to have
- Bachelor’s degree.
- CFP.
Model-written summary · the original posting is authoritative