Wealth Management Advisor: Personal Financial Planning

Next Frontier Capital; Albany (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build trusted relationships, educate clients on digital tools, and collaborate with partners to expand the book of business. This role emphasizes integrity, client-centric solutions, and a commitment to diversity and inclusion.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Active Series 7 and Series 66 required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care license required or must be obtained within 60 days of starting.
• Bachelor's degree preferred; CFP certification preferred.

Responsibilities

• Champion and support teammates' success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that supports doing right by clients.
• 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 be digitally confident and bank how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7

Series 66 (63/65)

Life/Health/LTC license

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build trusted relationships, educate clients on digital tools, and collaborate with partners to expand the book of business. This role emphasizes integrity, client-centric solutions, and a commitment to diversity and inclusion.