Wealth Advisor for Private Clients & Holistic Planning

JPMorgan Chase & Co.; Tigard (OR); On-site; USD 75,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. in Oregon seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.

You will build enduring client relationships and provide tailored investment solutions with a focus on trusted guidance and service excellence. Candidates should have at least 2 years in financial services, active Series 7/66 licenses and appropriate insurance licenses, with CFP preferred and a bachelor’s

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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial planning

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and LTC Insurance license

Job description

JPMorgan Chase & Co. in Oregon seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.

You will build enduring client relationships and provide tailored investment solutions with a focus on trusted guidance and service excellence. Candidates should have at least 2 years in financial services, active Series 7/66 licenses and appropriate insurance licenses, with CFP preferred and a bachelor’s