Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase & Co.; Bend (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Bend, Oregon, is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, offer advised solutions, and deepen client connections through cross-team referrals. You will guide clients with a broad set of resources, stay informed on market trends, and educate clients on digital tools to monitor and manage their investments, while

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and collaborate with key partners.
• Commitment to goals-based planning and financial advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care insurance licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on client relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and ethics in client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and leverage digital tools for client engagement.

Skills

Relationship building

Client acquisition

Financial planning

Financial markets understanding

Digital client education

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in Bend, Oregon, is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, offer advised solutions, and deepen client connections through cross-team referrals. You will guide clients with a broad set of resources, stay informed on market trends, and educate clients on digital tools to monitor and manage their investments, while