J.P. Morgan Wealth Management – Private Client Advisor - Lake Oswego, OR
On-site · Lake Oswego, Oregon, United States
Job Summary
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and investment advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets, integrity, and a passion for educating clients on technology and channels to monitor and manage their investments. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. From a location in Lake Oswego, you will operate within Chase Wealth Management to support clients’ evolving financial needs with trusted guidance and licensed financial advice.
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 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
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