J.P. Morgan Wealth Management – Private Client Advisor - Portland, OR
On-site · Portland, Oregon, United States
Portland, Oregon, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as part of Chase Wealth Management, build a book of business, deliver personalized investment solutions, and educate clients on digital channels and technology to monitor and manage their investments.
Required Qualifications
- Series 7 license
- Series 66 license or must be obtained within 60 days of starting in role
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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.