Private Client Advisor: Wealth Planner & Relationship Builder

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

Job summary

J.P. Morgan Chase in Portland seeks an experienced Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will interact with clients directly, leveraging digital tools and referrals to deepen relationships while maintaining the highest standards of integrity. The role requires 2+ years as a Financial Advisor, active Series 7 and 66 licenses (or within 60 days), and Life/Health/LTC licenses (or within 60 days).

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license and Series 66 (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days of start.

Responsibilities

• Champion and support teammates’ success and bank goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity in client service and advice.
• Educate clients on digital channels and tools to monitor investments.

Skills

Relationship-building

Goals-based planning

Financial advisory

Client communication

Education

Bachelor’s degree (preferred

CFP certification (preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in Portland seeks an experienced Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will interact with clients directly, leveraging digital tools and referrals to deepen relationships while maintaining the highest standards of integrity. The role requires 2+ years as a Financial Advisor, active Series 7 and 66 licenses (or within 60 days), and Life/Health/LTC licenses (or within 60 days).