JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Marietta, GA
Marietta, GA · Full-time · Posted Aug 5, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized investment solutions through a relationship-management focus.
What you'll do
- Build a book of business and provide personalized investment solutions, emphasizing relationship management rather than portfolio management.
- Coach clients on their broader financial needs and educate them about digital tools and channels for managing investments.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain these within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative