Private Client Wealth Advisor

JPMorgan Chase & Co.; Portland (OR); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a seasoned Private Client Relationship Manager for Portland, OR. The role focuses on nurturing high-net-worth client relationships, delivering bespoke financial planning, and expanding the client book through strategic new business development.

You will collaborate across lines, provide tailored solutions, and uphold rigorous risk management. A strong licensing track record and a college degree are required, with a path to licensure for additional designations as

Qualifications

• 10+ years in financial services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit with prospecting drive to grow a client book.
• Maintain a high-net-worth referral network and proven ability to build trusted client relationships.
• Ability to solve complex financial challenges and present holistic planning solutions.
• Team-oriented and capable of collaborating across lines to deliver bespoke client service.
• Licensing requirements: SIE, Series 7, and Series 66 (or 63/65); licensed within 150 days of hire.

Responsibilities

• Cultivate meaningful client relationships delivering personalized experiences beyond expectations.
• Discern client needs and aspirations; craft bespoke financial plans to meet short-, medium-, and long-term goals.
• Foster primary banking, lending, and wealth management opportunities through in-person consults.
• Present JPMorgan Private Client value proposition to attract and deepen client relationships.
• Share market insights to build trust and grow client business through informed guidance.
• Develop a robust pipeline by connecting with new prospects and referral sources.
• Collaborate with internal partners to address clients' unique needs with precision.
• Maintain strict adherence to risk, policies, and regulatory guidelines.

Skills

Financial services experience

Relationship management

Business development

Entrepreneurial mindset

Prospecting

Education

College degree

Job description

JPMorgan Chase & Co. is seeking a seasoned Private Client Relationship Manager for Portland, OR. The role focuses on nurturing high-net-worth client relationships, delivering bespoke financial planning, and expanding the client book through strategic new business development.

You will collaborate across lines, provide tailored solutions, and uphold rigorous risk management. A strong licensing track record and a college degree are required, with a path to licensure for additional designations as