Private Wealth Advisor: Relationship-Driven Planning

JPMorgan Chase & Co.; Albany (OR); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will cultivate client relationships, coordinate with partners, and elevate the investor experience.

In this role, you will guide clients through markets with integrity, educate them on digital channels, and provide ongoing financial coaching beyond investments to build lasting relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Provide holistic financial planning and advice to individuals and families across wealth tiers.
• Explain and educate clients on technology and channels to monitor and manage investments.
• Embrace digital tools to enable clients to bank how they want, when they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Regulatory compliance

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will cultivate client relationships, coordinate with partners, and elevate the investor experience.

In this role, you will guide clients through markets with integrity, educate them on digital channels, and provide ongoing financial coaching beyond investments to build lasting relationships.