Private Client Advisor – Wealth & Relationship Growth

Testing Site - JPMC; Beaverton (OR); On-site; USD 85,000 - 135,000; Full time

Job summary

JPMorgan Chase in Beaverton, OR is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, building lasting relationships and delivering exceptional service across channels. You will work with clients at varying stages of wealth, offering advised solutions and referring partners to deepen client connections.

You will cultivate a personal book, demonstrate market understanding, and maintain integrity while educating clients

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice, with required licenses.

Responsibilities

• Champion and support teammates’ success and the bank's goals, promoting diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients stay digitally confident and bank how they want.

Skills

Relationship building

Financial planning

Client acquisition

Industry knowledge

Digital banking

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase in Beaverton, OR is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, building lasting relationships and delivering exceptional service across channels. You will work with clients at varying stages of wealth, offering advised solutions and referring partners to deepen client connections.

You will cultivate a personal book, demonstrate market understanding, and maintain integrity while educating clients