Private Wealth Advisor — Personal Investment Guidance

JPMorganChase; Bend (OR); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Bend, OR to offer financial planning and advice to clients. The ideal candidate will have strong relationship management skills and relevant financial licenses, fostering client relationships while leveraging technology for investment solutions. Join a team dedicated to diversity and inclusion while making a real impact in clients' financial journeys.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Valid and active Series 7 and Series 66 licenses required.
• Life, Health and Long Term Care Insurance license (to be obtained in 60 days).

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching.
• Champion and support teammate success and goals of the bank.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Digital literacy

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Bend, OR to offer financial planning and advice to clients. The ideal candidate will have strong relationship management skills and relevant financial licenses, fostering client relationships while leveraging technology for investment solutions. Join a team dedicated to diversity and inclusion while making a real impact in clients' financial journeys.