Private Client Advisor - Wealth Planning & Digital Guidance

Testing Site - JPMC; Klamath Falls (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Oregon seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, from new savers to high-net-worth clients. You will leverage digital tools and a broad investment platform to tailor solutions and deepen client relationships.

You will build a book of business, partner with bankers, and advocate for goals-based planning, integrity, and a superior 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.
• Licensing requirements listed must be active or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice across a range of client needs.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Champion integrity and client-first service at all times.
• Educate clients on technology and channels for monitoring and managing investments.

Skills

Series 7

Series 66

Life license

Health license

Long-Term Care license

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase in Oregon seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, from new savers to high-net-worth clients. You will leverage digital tools and a broad investment platform to tailor solutions and deepen client relationships.

You will build a book of business, partner with bankers, and advocate for goals-based planning, integrity, and a superior investor experience.