Private Wealth Advisor: Digital, Relationship-Driven

Testing Site - JPMC; Tigard (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management.

You will offer comprehensive financial planning and advise individuals and families, building a client book and delivering personalized investment solutions. The role emphasizes relationship management, leveraging leadership and partnerships, with emphasis on educating clients about digital tools and channels for monitoring investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and partner referrals.
• Commitment to goals-based planning and advice.
• Licensing: Series 7 and Series 66 required or to be obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice across a broad client base.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain client relationships and collaborate with bank partners to deepen relationships.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

CFP

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management.

You will offer comprehensive financial planning and advise individuals and families, building a client book and delivering personalized investment solutions. The role emphasizes relationship management, leveraging leadership and partnerships, with emphasis on educating clients about digital tools and channels for monitoring investments.