Private Wealth Advisor: Digital Solutions & Client Growth

JPMorganChase; Happy Valley (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States. You will deliver comprehensive financial planning and investment advice to individuals and families, building strong client relationships and leveraging referrals to deepen client engagement.

The role requires Series 7, Series 66 (63/65) and Life/Health/LTC licenses, with CFP preferred and a Bachelor's degree preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates' success and the bank's goals, fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets and sound judgment.
• Maintain uncompromising integrity and client-first approach.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States. You will deliver comprehensive financial planning and investment advice to individuals and families, building strong client relationships and leveraging referrals to deepen client engagement.

The role requires Series 7, Series 66 (63/65) and Life/Health/LTC licenses, with CFP preferred and a Bachelor's degree preferred.