Wealth Advisor: Private Clients & Financial Planning

Aumni; Bend (OR); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan is seeking a Private Client Advisor in Bend, OR, responsible for providing comprehensive financial planning to individuals and families. The successful candidate will build strong client relationships, deliver personalized investment solutions, and exhibit a deep understanding of financial markets. Key qualifications include at least 2 years in a financial advisory role, active Series 7 and 66 licenses, and a strong commitment to diversity and client education. A Bachelor's degree and CFP certification are preferred.

Qualifications

• Minimum of 2 years experience as a Financial Advisor or in a similar role.
• Ability to cultivate and maintain strong client relationships.
• Active Series 7 and Series 66 licenses are required (or must be obtained).
• Active Life, Health and Long Term Care Insurance license is required (or must be obtained).

Responsibilities

• Support teammates’ success and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment monitoring.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Financial planning

Relationship management

Understanding of financial markets

Digital innovations

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan is seeking a Private Client Advisor in Bend, OR, responsible for providing comprehensive financial planning to individuals and families. The successful candidate will build strong client relationships, deliver personalized investment solutions, and exhibit a deep understanding of financial markets. Key qualifications include at least 2 years in a financial advisory role, active Series 7 and 66 licenses, and a strong commitment to diversity and client education. A Bachelor's degree and CFP certification are preferred.