Private Client Advisor: Wealth & Digital Solutions

Testing Site - JPMC; Corvallis (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will help clients save, grow wealth, and access a broad investment platform through trusted referrals and personalized guidance. In this role you will deepen client relationships, stay current with markets, and use digital tools to enhance the investor experience.

Qualifications

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

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.
• 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.

Skills

Relationship building

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life, Health and LTC license

CFP certification

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will help clients save, grow wealth, and access a broad investment platform through trusted referrals and personalized guidance. In this role you will deepen client relationships, stay current with markets, and use digital tools to enhance the investor experience.