Private Client Advisor: Wealth & Relationship Builder

Testing Site - JPMC; Bend (OR); On-site; USD 100,000 - 170,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment advice for individuals and families.

You will grow a book of business and collaborate with partners to deepen client relationships and provide an exceptional investor experience through digital tools and advisory solutions. The role emphasizes integrity, goals-based planning, and using technology to monitor and manage client investments while

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.
• Experience in client acquisition and relationship management.
• Ability to deliver goals-based planning and advice.

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 your clients 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 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

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Investment knowledge

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment advice for individuals and families.

You will grow a book of business and collaborate with partners to deepen client relationships and provide an exceptional investor experience through digital tools and advisory solutions. The role emphasizes integrity, goals-based planning, and using technology to monitor and manage client investments while