Private Wealth Advisor

JPMorganChase; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Financial coaching

Job summary

JPMorganChase is looking for a Financial Advisor in Portland, Oregon. You will build client relationships and deliver investment solutions while fostering a culture of diversity. Candidates should have at least 2 years of experience in a similar role, hold necessary licenses, and possess a strong understanding of financial markets. The company offers a competitive total rewards package, including salary, commission-based pay, comprehensive health benefits, and mental health support.

Qualifications

• Minimum 2 years in Financial Advisor role or equivalent.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity and ethics

Client education

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is looking for a Financial Advisor in Portland, Oregon. You will build client relationships and deliver investment solutions while fostering a culture of diversity. Candidates should have at least 2 years of experience in a similar role, hold necessary licenses, and possess a strong understanding of financial markets. The company offers a competitive total rewards package, including salary, commission-based pay, comprehensive health benefits, and mental health support.