J.P. Morgan Wealth Management - Private Client Advisor - Kennesaw, GA
JPMorganChase
Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Job Responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients’ needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required Qualifications, Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals‑based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred Qualifications, Capabilities, And Skills Certified Financial Planning (CFP) certification is preferred Bachelor’s degree preferred Investment And Insurance Products Are
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self‑directed and automated investing to full‑service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long‑term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out‑of‑the‑box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Kennesaw, Georgia to provide comprehensive financial... ...client acquisition and relationship management, contributing to the firm’s commitment to diversity and inclusion. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
$20.82 - $24.19 per hour
Member Service Representative (Part-Time) - Kennesaw GA GA, United States (On-site) Job Description To provide members and prospective members... ...Job Schedule Part time Job Shift Shift Work Targeted Salary Range $20.82 - $24.19 hourly #J-18808-Ljbffr Navy FederalSuggestedHourly payPart timeInternshipShift work- United Community Bank is seeking a Private Wealth Service Specialist in Marietta, Georgia. This role is vital for assisting clients with onboarding needs and account maintenance while... ...ability to thrive in a fast-paced environment. #J-18808-Ljbffr United Community BankPrivate client
- ...regional banking institution is seeking a Private Wealth Service Specialist in Marietta, Georgia. This role involves servicing clients through onboarding and account maintenance,... ...remote and may require travel and flexible hours. #J-18808-Ljbffr United Community Banks Inc.Private clientFull timeRemote workFlexible hours
- A leading financial institution is seeking a Private Client Advisor in Marietta, Georgia. The role involves offering comprehensive financial planning... ...licenses and demonstrate a passion for client education and digital innovations. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...Business Insurance Senior Account Manager at Marsh McLennan Agency (MMA... ...& benefits, retirement, and private client insurance solutions to... ...within driving distance to our Kennesaw, GA office to be considered for this... .../Gender Identity employers. #J-18808-Ljbffr NACBAPrivate clientWork at officeLocal areaNight shift
$48k - $50k
Axiom Staffing is hiring for a Customer Service Rep/ Account Manager in Kennesaw, GA ! Resumes and Interviews will be required! Shift: 8am - 5pm... ...customer requests Support billing inquiries and coordinate with Accounting as needed #J-18808-Ljbffr Axiom Staffing GroupContract workWork experience placementWork at officeShift work- ...required). Location 1300 Ernest W Barrett Parkway NW Ste 240 Kennesaw, Georgia 30152 Based upon business needs, this position may require... ...Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. #J-18808-Ljbffr Navy Federal Credit UnionPart time
- ...Atlanta offices, Kennesaw or Midtown , but... ...offices in the region: GA, AL, MS, LA, or... ...firm serving private and public‑sector clients to address new ventures... ...under a sell‑manage‑do culture;... ...ability to receive P.E. via comity within... ...travel. (required) #J-18808-Ljbffr...Private clientWork at office
$20 - $24 per hour
...life sciences and diagnostics company in Kennesaw, GA, is hiring a Sales Support... ...Ideal candidates have 1-2 years in account management or sales, with order management software... ...hourly pay ranging from $20.00 to $24.00 is offered. #J-18808-Ljbffr Motion RecruitmentHourly payContract work- JPMorgan Chase & Co. is seeking a Private Client Banker in Marietta, GA. In this role, you will be the main contact for affluent clients, managing their banking relationships and providing... ...successful registration with NMLS upon hiring. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...be based out of our Kennesaw, GA; Atlanta, GA;... ...order to comply with client‑specific government... ...consulting firm serving private and public‑sector... ...operate under a sell‑manage‑do culture, and so... ..., and developing P&IDs. Prepare and update... ...do not qualify). #J-18808-Ljbffr...Private clientPermanent employmentWork at officeRemote workWork from homeHome office
- ...Overview We are currently seeking a GA Pre‑K Lead Teacher to bring... ...States, operating over 340 private preschools and elementary schools... ...Demonstrated classroom management skills preferred Pre‑K Lead Teacher... ...Equal Opportunity Employer. #J-18808-Ljbffr Cadence EducationFull timeWork at officeWork from home
$17 - $18 per hour
...Office Clerk - Kennesaw Kennesaw GA 3PL MDO - Kennesaw, GA 30152 Salary Range $17.00 - $18.00 Hourly Position Type Full Time Education... ...~ Proven customer support experience or experience as a client service representative ~ Strong phone contact handling skills...Hourly payFull timeWork at office$40 - $45 per hour
...Contractor) Location: Kennesaw, GA Compensation: $40 - $45... ...being. We collaborate with our clients to deliver on-site ergonomic... ...supports both safety and management teams, creating healthier and... ...industrial environments to private office spaces where all therapy...Hourly payPart timeFor contractorsWork at officeImmediate startRemote workFlexible hours$130k - $160k
...key accounts through effective territory management and execution of sales/marketing strategies... ...located remotely within the West Atlanta, GA area with ideal candidates living within the... ...off paid parental leave benefits, disability benefits, and more./p/div Iviva MedicalLocal areaRemote work- ...diverse range of municipal and private clients. Our company is built on a... ...Division, which provides turn-key management for all construction phases -... ...in-office at our Smyrna, GA headquarters. Authorized to... ...Employee Assistance Program. #J-18808-Ljbffr Ruby-Collins,...Private clientFull timeFor contractorsFor subcontractorWork at officeFlexible hours
- ...Receptionist to join our North Atlanta Dermatology office in Marietta, GA. This is an in-office, patient-facing role that supports daily... ...as needed. Other duties assigned as deemed necessary by management. Qualifications Education and Experience: ~ High...Full timeTemporary workWork at officeLocal areaImmediate startHome office
- ...financial services company in Marietta, Georgia is seeking a Private Client Advisor to provide comprehensive financial planning and personalized... ...experience. Join us to build lasting client relationships while promoting diversity and inclusion. #J-18808-Ljbffr JPMorganChasePrivate client
- ...Building Sciences Program Manager (IH Program Manager 2)... ...to join our Woodstock, GA team and lead technical... ...operations, manage projects and client accounts, and support... ...relationships with private, public, and institutional... ...read through our EEO Policy #J-18808-Ljbffr AtlasPrivate clientApprenticeshipWork at officeLocal area
- Work Where You MatterAt Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support...
- ...Senior Tax Associate - Kennesaw, GA Who: A tax professional... ...technical, communication, and client-service skills. What:... ...effective tax and wealth-building strategies.... ...independently, set priorities, and manage multiple engagements.... ..., please apply now. #J-18808-Ljbffr Staff...Full timeWork at officeImmediate start
$23 - $25 per hour
...Sales Operations Specialist • Location: Kennesaw, GA • Onsite: hybrid after training • Job Type... ...years of sales support, order entry, or client administration experience Strong Salesforce... ...as the company’s 401(k) retirement plan. #J-18808-Ljbffr Vaco Recruiter ServicesContract workLocal area- ...global organization is hiring a Sales Operations Specialist in Kennesaw, GA. This contract-to-hire role supports a high-impact sales operations... ...a fast-paced environment. This role provides growth opportunities in sales operations. #J-18808-Ljbffr Vaco Recruiter ServicesContract work
- ...Intelligence (AI) in our Kennesaw, GA office. This role... ...internal innovation and client‑facing digital solutions... ...development, database management and other tools to... ...consulting firm serving private and public‑sector clients... ...business outcomes. #J-18808-Ljbffr Geosyntec...Private clientWork experience placementWork at officeLocal area
- Daikin Applied Americas in Marietta, GA is hiring a Sales Coordinator to support the sales team in data management and project coordination. The ideal candidate will have 2... ...off, and tuition reimbursement after 6 months of service. #J-18808-Ljbffr Daikin Applied AmericasWork at office
- ...any other duties as requested by management to aid in better operation of the... ...with sales inquiries from potential clients and customers seeking sleeping... ...Programs Vision Hospitality Group LLC, offers the following benefits: #J-18808-Ljbffr Home2Suites by Hilton TRU KennesawLocal areaFlexible hoursShift workNight shiftWeekend work
$40k - $75k
...their winning team for the role of Account Manager - State Farm Agent Team Member. This... ...per year. Team Mission We are located in Kennesaw, GA and help customers manage the risks of everyday... ..., home, life insurance, and retirement planning. #J-18808-Ljbffr State Farm AgentRelocation package
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