Wealth Advisor - Client Relationships & Digital Planning

Testing Site - JPMC; Lake Oswego (OR); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase in Oregon seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions for individuals and families, from savers to high-net-worth clients.

You will build a book of business through leadership and relationship-building, apply goals-based planning, educate clients on digital tools, and collaborate with Chase partners to deliver an exceptional investor experience while maintaining the firm’s fiduciary standards.

Qualifications

• Minimum 2 years in a financial advisory role or equivalent.
• Proven ability to acquire clients and grow relationships.
• Experience delivering goals-based financial planning.
• Active Series 7 license required.
• Active Series 66 license required or obtained within 60 days.
• Active Life, Health, and Long-Term Care licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice.
• Support clients with digital tools to monitor investments.
• Uphold integrity and fiduciary standards.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship building

Financial planning

Communication skills

Goal-based advice

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in Oregon seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions for individuals and families, from savers to high-net-worth clients.

You will build a book of business through leadership and relationship-building, apply goals-based planning, educate clients on digital tools, and collaborate with Chase partners to deliver an exceptional investor experience while maintaining the firm’s fiduciary standards.