J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
On-site · Atlanta, Georgia, United States
Job Summary
Personal Advisor in J.P. Morgan Wealth Management’s National Branch Personal Advising group partners with clients to create custom financial plans and match them with investment portfolios. The role involves meeting clients via video or phone, delivering holistic goals-based planning, educating clients on digital products, and maintaining client relationships across short- to long-term objectives. Requires Series 7 and Series 66 licenses, eligibility to be licensed in all states, and typically aligns with a full-time office-based environment in Atlanta.
Required Qualifications
- Active Series 7 license
- Active Series 66 (63/65) license or ability to obtain within 60 days of starting
- Licensed in all states
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