J.P. Morgan Wealth Management - Private Client Advisor - Bend, OR

Aumni; Bend (OR); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan is seeking a Private Client Advisor in Bend, OR, responsible for providing comprehensive financial planning to individuals and families. The successful candidate will build strong client relationships, deliver personalized investment solutions, and exhibit a deep understanding of financial markets. Key qualifications include at least 2 years in a financial advisory role, active Series 7 and 66 licenses, and a strong commitment to diversity and client education. A Bachelor's degree and CFP certification are preferred.

Qualifications

• Minimum of 2 years experience as a Financial Advisor or in a similar role.
• Ability to cultivate and maintain strong client relationships.
• Active Series 7 and Series 66 licenses are required (or must be obtained).
• Active Life, Health and Long Term Care Insurance license is required (or must be obtained).

Responsibilities

• Support teammates’ success and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment monitoring.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Financial planning

Relationship management

Understanding of financial markets

Digital innovations

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Wealth Management – Private Client Advisor - Bend, OR

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.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

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, & 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 & skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor’s degree preferred

Investment and Insurance Products Disclaimer

• 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.

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