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National Wealth Planning Advisor

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a Personal Advisor in Atlanta, GA. This role involves building personalized financial plans for clients, meeting through video or phone. Candidates should have strong experience with investments, a valid Series 7 and Series 66 license, and preferred qualifications including at least 3 years in financial services and a bachelor’s degree. Competitive pay and diverse benefits are offered, emphasizing a commitment to inclusivity and equal opportunity.
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