Private Client Wealth Advisor

JPMorgan Chase & Co.

Klamath Falls (OR)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering tailored investment solutions.

The role emphasizes integrity, client-focused service, and leveraging digital tools to enhance the investor experience. Ideal candidates have at least 2 years in financial advisory, strong relationship-building skills, and active Series

Qualifications

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition and growing client relationships.
Strong proficiency with goals-based financial planning and advice.
Active Series 7 license.
Active Series 66 (63/65) license required or to be obtained within 60 days.
Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and advisor services to individuals and families.
Demonstrate knowledge of financial markets and sound judgment.
Maintain integrity and act in clients' best interests.
Educate clients on technology and digital channels to monitor investments.
Offer holistic view of clients' needs beyond investments.
Leverage digital innovations to help clients bank where and how they want.