Private Client Wealth Advisor

Aumni; Vancouver (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for their Lake Oswego, OR office. The ideal candidate will have a strong background in financial advising, expertise in client acquisition, and a passion for delivering personalized investment solutions to a diverse clientele.

Key responsibilities include building client relationships, understanding financial markets, and providing comprehensive financial coaching. The role requires valid Series 7 and 66 licenses and offers a solid benefits package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to enhance client interaction.

Skills

Client acquisition

Relationship management

Financial advising

Investment solutions

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for their Lake Oswego, OR office. The ideal candidate will have a strong background in financial advising, expertise in client acquisition, and a passion for delivering personalized investment solutions to a diverse clientele.

Key responsibilities include building client relationships, understanding financial markets, and providing comprehensive financial coaching. The role requires valid Series 7 and 66 licenses and offers a solid benefits package.