Wealth Advisor for Private Clients — Holistic Planning

JPMorgan Chase & Co.; Lake Oswego (OR); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them meet their financial needs with personalized investment solutions.

The role requires at least 2 years of Financial Advisor experience and active licenses (Series 7, Series 66, Life/Health/ LTC). Preferred CFP and Bachelor’s degree.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Licenses: Series 7, Series 66 (63/65) or must be obtained within 60 days; Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• Proven success in client acquisition and maintaining client relationships; ability to collaborate with partners.
• Strong understanding of goals-based planning and financial advice.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advice

Investment knowledge

Education

Bachelor's degree preferred

CFP

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them meet their financial needs with personalized investment solutions.

The role requires at least 2 years of Financial Advisor experience and active licenses (Series 7, Series 66, Life/Health/ LTC). Preferred CFP and Bachelor’s degree.