Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Salem (OR); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services company is seeking a Private Client Advisor in Salem, Oregon, to deliver personalized investment solutions and comprehensive financial planning. This role requires at least two years of experience in financial advising and a commitment to client acquisition and relationship management. Applicants should hold Series 7 and Series 66 licenses. A supportive team environment that values diversity, along with comprehensive benefits, is offered to ensure client and employee satisfaction.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Required licenses must be obtained within 60 days of starting.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Educate clients on technology to manage investments.
• Provide a comprehensive view of financial needs.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Financial coaching

Education

Bachelor's degree preferred

CFP® certification preferred

Tools

Series 7 license

Series 66 license

Job description

A leading financial services company is seeking a Private Client Advisor in Salem, Oregon, to deliver personalized investment solutions and comprehensive financial planning. This role requires at least two years of experience in financial advising and a commitment to client acquisition and relationship management. Applicants should hold Series 7 and Series 66 licenses. A supportive team environment that values diversity, along with comprehensive benefits, is offered to ensure client and employee satisfaction.