Private Client Advisor: Wealth Planning & Digital Advisory

JPMorgan Chase & Co.; Tigard (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Oregon seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families.

You will deliver advised solutions and leverage Chase referrals to deepen client relationships, while promoting digital tools for account monitoring and management. The role emphasizes relationship-building, integrity, and a strong understanding of financial markets, with opportunities to grow a diverse client base in a leading wealth

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
• 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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the firm's 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 management

Goals-based planning

Client acquisition

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Oregon seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families.

You will deliver advised solutions and leverage Chase referrals to deepen client relationships, while promoting digital tools for account monitoring and management. The role emphasizes relationship-building, integrity, and a strong understanding of financial markets, with opportunities to grow a diverse client base in a leading wealth