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Financial Consultant Financial Advisor

National Wealth Planning Advisor

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading global financial services firm is seeking a Personal Advisor in Atlanta. This role involves creating custom financial plans for clients through scheduled video or phone meetings. Responsibilities include leveraging investment knowledge to help clients, converting leads into lasting relationships, and ensuring solutions meet clients' financial goals. Candidates must possess a Series 7 license and either a Series 66 or the ability to obtain it.

Three years of financial services experience and a degree are preferred.
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