Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Beaverton (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Financial Advisor based in Beaverton, Oregon. You will help clients with personalized investment solutions and build long-lasting relationships while maintaining a deep understanding of financial markets.

Responsibilities include fostering a culture of diversity, providing holistic financial coaching, and demonstrating integrity in client interactions. A Bachelor's degree and relevant licenses (Series 7, Series 66) are required.

The position offers a competitive salary, commissions, and comprehensive benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business providing personalized investment solutions.
• Educate clients on available technology and financial channels.
• Embrace digital innovations to enhance client confidence in banking.

Skills

Client acquisition

Relationship management

Financial analysis

Digital technologies

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor based in Beaverton, Oregon. You will help clients with personalized investment solutions and build long-lasting relationships while maintaining a deep understanding of financial markets.

Responsibilities include fostering a culture of diversity, providing holistic financial coaching, and demonstrating integrity in client interactions. A Bachelor's degree and relevant licenses (Series 7, Series 66) are required.

The position offers a competitive salary, commissions, and comprehensive benefits.