Wealth Advisor: Personal Investment Planning & Client Relationships

JPMorgan Chase & Co.; Salem (OR); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Salem, OR seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build and manage a client book, rely on relationships with partners, and use leading digital tools to offer tailored investment solutions. The ideal candidate brings 2+ years in financial advisory, strong relationship-building skills, and a commitment to goals-based planning.

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.
• Commitment to goals-based planning and advice.
• Must hold or obtain Series 7 within 60 days of starting.
• Must hold or obtain Series 66 (63/65) within 60 days of starting.
• Must hold Life, Health and Long Term Care Insurance licenses or obtain within 60 days.
• CFP certification is preferred.
• Bachelor’s degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice for individuals and families.
• Champion teammates' success and uphold a culture of diversity and integrity.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and accessibility.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial services experience

Education

Bachelor's degree

Series 7 license

Series 66 license (63/65)

Life, Health, and LTC Insurance license

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Salem, OR seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build and manage a client book, rely on relationships with partners, and use leading digital tools to offer tailored investment solutions. The ideal candidate brings 2+ years in financial advisory, strong relationship-building skills, and a commitment to goals-based planning.