Wealth Advisor: Private Clients & Comprehensive Planning

Testing Site - JPMC; Salem (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning to individuals and families in Salem, OR. Representing our brand, you will build relationships and provide investment solutions, supported by our digital platforms and trusted partners.

You will leverage your client acquisition experience and knowledge of markets to guide decisions with integrity, coaching clients toward confident, long-term financial outcomes.

Qualifications

• Minimum 2 years in a financial advisory role or equivalent
• Active Series 7 and Series 66 licenses or must be obtained within 60 days
• Active Life, Health and Long Term Care licenses or must be obtained within 60 days

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions through relationship management
• Demonstrate a deep understanding of financial markets and sound business judgment
• Exhibit integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank how they want

Skills

Relationship building

Financial planning

Client acquisition

Sales skills

Compliance knowledge

Leadership

Education

Bachelor's degree

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning to individuals and families in Salem, OR. Representing our brand, you will build relationships and provide investment solutions, supported by our digital platforms and trusted partners.

You will leverage your client acquisition experience and knowledge of markets to guide decisions with integrity, coaching clients toward confident, long-term financial outcomes.