Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success and provide personalized investment solutions. With a commitment to diversity and inclusion, you will educate clients on investment management and deliver tailored advice.

The ideal candidate has at least 2 years of relevant experience, strong client relationship skills, and required licensing. Competitive benefits include comprehensive healthcare and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support your teammates' success and the goals of the bank.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial advising

Goals-based planning

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Financial market knowledge

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Portland, Oregon is seeking a Financial Advisor who will champion team success and provide personalized investment solutions. With a commitment to diversity and inclusion, you will educate clients on investment management and deliver tailored advice.

The ideal candidate has at least 2 years of relevant experience, strong client relationship skills, and required licensing. Competitive benefits include comprehensive healthcare and retirement plans.