Private Client Advisor: Wealth Planning & Digital Solutions

TwinThread; Salem (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is looking for a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will be responsible for offering personalized investment solutions and fostering strong client relationships while maintaining high ethical standards.

The ideal candidate has a proven track record in client acquisition and financial advising, with a strong knowledge of financial markets. The position includes a competitive compensation package, along with benefits such as healthcare and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Ability to cultivate and maintain client relationships.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment practices.
• Provide a holistic view of clients’ needs beyond just investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial market knowledge

Education

Bachelor’s degree

Certified Financial Planner (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is looking for a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will be responsible for offering personalized investment solutions and fostering strong client relationships while maintaining high ethical standards.

The ideal candidate has a proven track record in client acquisition and financial advising, with a strong knowledge of financial markets. The position includes a competitive compensation package, along with benefits such as healthcare and retirement plans.