Private Wealth Advisor: Planning & Digital Solutions

Fairygodboss; Happy Valley (OR); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, collaborate with partners, and use digital tools to enhance the client experience in Wealth Management.

The role emphasizes integrity, client education, and a holistic view of clients' needs, including leveraging Chase referrals and digital channels for service excellence.

Qualifications

• Active licenses: Series 7 and Series 66 or ability to obtain within 60 days.
• Licenses for Life, Health and Long-Term Care insurance required or to be obtained within 60 days.
• Experience building a client book and delivering financial guidance.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment advice.
• Foster client relationships and collaborate with partners for referrals.
• Demonstrate deep understanding of markets and sound judgement.
• Educate clients on technology and channels to monitor investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP

Bachelor's degree preferred

Job description

JPMorgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, collaborate with partners, and use digital tools to enhance the client experience in Wealth Management.

The role emphasizes integrity, client education, and a holistic view of clients' needs, including leveraging Chase referrals and digital channels for service excellence.