J.P. Morgan Wealth Management – Private Client Advisor - Beaverton, OR
On-site · Beaverton, Oregon, United States
Job Summary
Private Client Advisor with Chase Wealth Management responsibilities including building a book of business and delivering personalized investment solutions; provide comprehensive financial planning, educate clients on technology and digital channels, and collaborate with partners to deepen client relationships. Demonstrates strong understanding of financial markets, integrity in client service, and the ability to coach clients on their financial needs beyond investments, leveraging digital tools to enhance the investor experience and banking access.
Required 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
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred: Certified Financial Planning (CFP) certification; Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.