Private Client Wealth Advisor

JPMorganChase; Bend (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm in Bend, OR is seeking a Private Banker to manage client relationships and provide tailored financial services. This full-time position requires over a year of banking experience and a focus on customer satisfaction. Responsibilities include advising clients on financial products and ensuring compliance with regulatory requirements. A competitive salary and extensive benefits package are provided, along with opportunities for career growth and development.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year experience in banking or financial services.
• Compliance with Dodd Frank and licensing requirements.

Responsibilities

• Manage client relationships with an advice-based approach.
• Introduce eligible clients to Chase Private Client offerings.
• Facilitate self-service options for clients.

Skills

Value-added relationship building

Client relationship management

Financial services knowledge

Excellent communication skills

Team orientation

Education

High school degree or equivalent

Job description

A leading financial services firm in Bend, OR is seeking a Private Banker to manage client relationships and provide tailored financial services. This full-time position requires over a year of banking experience and a focus on customer satisfaction. Responsibilities include advising clients on financial products and ensuring compliance with regulatory requirements. A competitive salary and extensive benefits package are provided, along with opportunities for career growth and development.