Wealth Advisor for Private Clients | Holistic Planning

JPMorganChase; Tigard (OR); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build and manage a books of business, provide personalized guidance, and deepen client relationships through trusted advice and referrals.

The role emphasizes integrity, market knowledge, and education of clients on digital channels and technology to monitor and adjust their investments, with opportunities

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 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Uphold integrity and ethical standards in client interactions.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build and manage a books of business, provide personalized guidance, and deepen client relationships through trusted advice and referrals.

The role emphasizes integrity, market knowledge, and education of clients on digital channels and technology to monitor and adjust their investments, with opportunities