Wealth Advisor for Private Clients

JPMorganChase; Klamath Falls (OR); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance. You will build and maintain client relationships, provide advised solutions, and partner with referrals to deepen client engagement.

Role requires strong relationship skills, a client-focused approach, and a commitment to integrity, diversity, and excellent client service as part of a premier wealth management team.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting."
• Active Life, Health and Long Term Care insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Provide holistic financial planning and advice for individuals and families.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Leverage Chase partner referrals to deepen client relationships.
• Demonstrate integrity and sound business judgment in all client interactions.
• Support clients with a broad view of their financial needs beyond investments.

Skills

Series 7 license

Series 66 license

Life, Health and LTC licenses

Client acquisition

Relationship management

Financial planning advisory

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance. You will build and maintain client relationships, provide advised solutions, and partner with referrals to deepen client engagement.

Role requires strong relationship skills, a client-focused approach, and a commitment to integrity, diversity, and excellent client service as part of a premier wealth management team.