Private Client Advisor, Guided Wealth Solutions

JPMorgan Chase & Co.; Portland (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families, helping meet their financial needs with a client-centric approach.

You will grow a book of business, cultivate client relationships, and leverage leadership and partner referrals to deepen connections while explaining market concepts and digital tools for monitoring investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Active Series 7 required; Series 66 (63/65) required or must be obtained within 60 days.
• Active Life, Health, and Long Term Care licenses required or obtained within 60 days.
• CPF certification is preferred; a bachelor's degree is preferred.

Responsibilities

• Champion and support teammates' success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with integrity and educate clients on technology and channels for monitoring investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Assist clients in becoming digitally confident and using channels to access services.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families, helping meet their financial needs with a client-centric approach.

You will grow a book of business, cultivate client relationships, and leverage leadership and partner referrals to deepen connections while explaining market concepts and digital tools for monitoring investments.