Wealth Advisor: Private Client & Holistic Planning

Next Frontier Capital; Tigard (OR); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through advisory referrals and strategic guidance. You will communicate complex financial concepts, maintain a high standard of integrity, and embrace digital tools to help clients monitor and manage their investments.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent.
• Proven success in client acquisition and relationship management.
• Ability to provide goals-based planning and advice.
• Valid and active Series 7 required.
• Valid and active Series 66 (63/65) required or to be obtained within 60 days.
• Valid Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring and managing investments.
• Provide holistic view of clients' financial needs beyond investments.
• Embrace digital tools to help clients be digitally confident.

Skills

Client relationship building

Financial markets understanding

Integrity

Digital literacy

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through advisory referrals and strategic guidance. You will communicate complex financial concepts, maintain a high standard of integrity, and embrace digital tools to help clients monitor and manage their investments.