Private Client Wealth Advisor

Next Frontier Capital; Klamath Falls (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site health and wellness centers

Mental health support

Job summary

JPMorgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. The role focuses on relationship-building, advisory solutions, and leveraging partner referrals to deepen client engagement.

The ideal candidate has a background as a Financial Advisor, active Series 7/66 licenses, and life/health/ LTC licenses with a strong emphasis on goals-based planning and client

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 (63/65) licenses or must obtain within 60 days.
• Life, Health and Long Term Care Insurance license required or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Financial advisor exp

Client acquisition

Relationship mgmt

Series 7

Series 66 license

Insurance license

Education

Bachelor's degree

Job description

JPMorgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. The role focuses on relationship-building, advisory solutions, and leveraging partner referrals to deepen client engagement.

The ideal candidate has a background as a Financial Advisor, active Series 7/66 licenses, and life/health/ LTC licenses with a strong emphasis on goals-based planning and client