Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Lake Oswego (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and guidance to individuals and families.

You will build lasting client relationships, provide tailored investment solutions, and educate clients on digital channels for monitoring and managing investments. You will work with a foundation of integrity, delivering exceptional investor experiences while partnering with bank advisors and specialists to deepen client

Qualifications

• Requires proven success in acquiring and maintaining clients.
• Ability to translate client needs into financial planning and advice.
• Licenses: Series 7, Series 66 (63/65) or obtain within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Act with integrity and prioritize client interests.
• Educate clients on technology and channels for monitoring investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to enable clients to bank when and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and guidance to individuals and families.

You will build lasting client relationships, provide tailored investment solutions, and educate clients on digital channels for monitoring and managing investments. You will work with a foundation of integrity, delivering exceptional investor experiences while partnering with bank advisors and specialists to deepen client