Private Wealth Advisor – Client Relationship Lead

JPMorganChase; Albany (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health centers

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, spanning clients from new savers to high net worth. You will build relationships, deliver advised solutions, and refer Chase partners to deepen client engagements.

The role emphasizes client-centric service, collaboration with partners, and leveraging digital tools to enhance the investor experience while upholding the firm's

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster diversity and inclusion within the team.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients.
• Educate clients on technology and channels available to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Communication skills

Industry knowledge

Education

Bachelor's degree preferred

Job description

JPMorgan Chase seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, spanning clients from new savers to high net worth. You will build relationships, deliver advised solutions, and refer Chase partners to deepen client engagements.

The role emphasizes client-centric service, collaboration with partners, and leveraging digital tools to enhance the investor experience while upholding the firm's