Top 16 Financial Advisor Associate Jobs in Atlanta, GA

J.P. Morgan Advisors - Client Associate - Atlanta, GA
JPMorganChase —Atlanta, GA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
8d
Associate/Entry Level Consultant (Healthcare Consulting) - Project Management & Financial Analysis
Sellers Dorsey —Atlanta, GA
- $55,000 - $68,000 a year
- Hybrid work
- Microsoft Outlook
- Office
- Finance
- Paid parental leave
- Paid holidays
Wealth Management Associate
Morgan Stanley —Atlanta, GA
- $50,000 - $115,000 a year
- 5 years
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
Relationship Associate (Wealth Management)
Franklin Templeton Investments —Atlanta, GA
- $71,400 - $84,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
9d
Merrill Financial Solutions Advisor (Partially Licensed) â€“ Atlanta Buckhead & Associates Market
Bank of America —Atlanta, GA
- Full-time
- Background check
- Military
- Mid-level
Investment Associate
Capital Investment Advisors —Atlanta, GA
- Full-time
- Hybrid work
- Marketing
- Office
- Finance
Quick Apply
Registered Service Associate
Morgan Stanley —Atlanta, GA
- Full-time
- Writing skills
- Mid-level
- Office
2d
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Atlanta, GA
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Associate Wealth Advisor
Waverly Advisors, LLC —Atlanta, GA
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
Wealth Management Associate - Atlanta, GA
Equitable Advisors —Atlanta, GA
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice President, Atlanta
Goldman Sachs —Atlanta, GA
- Office
- Business development experience
- Analysis skills
- Disability insurance
- Health insurance
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta
Goldman Sachs —Atlanta, GA
- Office
- Business development experience
- Analysis skills
- Disability insurance
- Health insurance
ASSOCIATE DIRECTOR, WEALTH STRATEGY
CCM ADMINISTRATIVE SERVICES LLC —Atlanta, GA
- $100,000 - $120,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
Quick Apply
Associate - Southeast Advisor Group
Thrivent —Atlanta, GA
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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J.P. Morgan Advisors - Client Associate - Atlanta, GA

JPMorganChase -
Atlanta, GA

Apply Now

Job Details

Full-time
8 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Series 66
Series 7

Full Job Description

JOB DESCRIPTION

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.

As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.

Job responsibilities:

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel

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

Our 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.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Apply Now

Refine Your Search

Financial Advisor Associate jobs in Atlanta, GA

J.P. Morgan Advisors - Client Associate - Atlanta, GA

Associate/Entry Level Consultant (Healthcare Consulting) - Project Management & Financial Analysis

Wealth Management Associate

Relationship Associate (Wealth Management)

Associate Client Advisor

Merrill Financial Solutions Advisor (Partially Licensed) â€“ Atlanta Buckhead & Associates Market

Investment Associate

Registered Service Associate

U.S. Private Bank - Private Banker - Associate

Associate Wealth Advisor

Wealth Management Associate - Atlanta, GA

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice President, Atlanta

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta

ASSOCIATE DIRECTOR, WEALTH STRATEGY

Associate - Southeast Advisor Group

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