Wealth Advisor - Digital-First Client Planning

JPMorgan Chase & Co.; Bend (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Bend, Oregon is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging leading digital tools and a client-centric approach.

You will build relationships, grow a book of business, and partner with specialists to provide tailored solutions while upholding the highest standards of integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Offer advised solutions and Chase partner referrals to deepen client relationships.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Uphold high standards of integrity and client service.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Bend, Oregon is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging leading digital tools and a client-centric approach.

You will build relationships, grow a book of business, and partner with specialists to provide tailored solutions while upholding the highest standards of integrity and service.