Senior Wealth Management Associate

Fairygodboss; Portland (OR); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase Advisors is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high-net-worth clients. You will own onboarding, account maintenance, and client communications, while coordinating with the team to provide tailored investment solutions and exceptional service.

This role emphasizes independence, accuracy, regulatory compliance, and proactive problem solving.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or must obtain within 180 days from start date.
• Ability to be a self-starter and work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Effective communication with clients and team members in challenging situations.

Responsibilities

• Own client onboarding and account maintenance by collecting information and documents, and providing investment quotes while following policies.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products and applications including Advisor Services, Wealth Planning, and digital offerings.
• Perform daily administrative duties, communicate about money transfers, portfolio reviews, and ad hoc requests.
• Serve as liaison between Financial Advisor team, branch management, compliance, and other business units.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter / end-to-end ownership

Client service focus

Effective communication

Regulatory awareness

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase Advisors is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high-net-worth clients. You will own onboarding, account maintenance, and client communications, while coordinating with the team to provide tailored investment solutions and exceptional service.

This role emphasizes independence, accuracy, regulatory compliance, and proactive problem solving.