Wealth Advisor: Holistic Planning & Client Growth

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

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth, providing an exceptional investor experience. The role emphasizes relationship management over portfolio management, leveraging digital tools to enhance client engagement and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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

• Champion and support your 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 by relying on leadership and relationship-building skills, with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Client acquisition

Relationship management

Financial planning & advice

Regulatory compliance

Communication skills

Tech/digital channel savvy

Series 7

Series 66

Life/Health/ LTC license

Education

Bachelor's degree

CFP certification preferred

CFP education preferred

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth, providing an exceptional investor experience. The role emphasizes relationship management over portfolio management, leveraging digital tools to enhance client engagement and