J.P. Morgan Wealth Management – Private Client Advisor - Salem, OR
On-site · Salem, Oregon, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment solutions to individuals and families, builds a book of business, delivers personalized investment solutions, and relies on relationship-building to deepen client relationships. The role emphasizes understanding financial markets, providing holistic financial coaching beyond investments, and leveraging digital tools to help clients bank anytime, anywhere. Requires licensure (Series 7, Series 66) and insurance licenses with preference for CFP and a bachelor’s degree; strong emphasis on client acquisition, assumes responsibility for growth and maintaining client relationships.
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 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 role as a condition of employment
- Preferred CFP certification
- Bachelor’s degree preferred
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