Private Client Wealth Advisor

JPMorgan Chase; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial planning and advice to individuals and families at various financial stages. Your responsibilities include building client relationships, delivering personalized investment solutions, and educating clients about available digital tools. Candidates should have at least 2 years of experience in financial advising and hold necessary licenses. This position offers a competitive rewards package, emphasizing diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and relationship maintenance.
• Demonstrated ability in goals-based planning and advice.

Responsibilities

• Champion teammates' success and foster diversity within the team.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client relationship management

Financial advising

Goal-based planning

Digital literacy

Education

Bachelor's degree preferred

CFP® certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial planning and advice to individuals and families at various financial stages. Your responsibilities include building client relationships, delivering personalized investment solutions, and educating clients about available digital tools. Candidates should have at least 2 years of experience in financial advising and hold necessary licenses. This position offers a competitive rewards package, emphasizing diversity and inclusion.