J.P. Morgan Wealth Management – Private Client Advisor - Tigard, OR
On-site · Tigard, Oregon, United States
Job Summary
Private Client Advisor with J.P. Morgan Chase Wealth Management in Tigard, OR, focusing on building a book of business and delivering customized investment solutions for individuals and families. Role emphasizes relationship management, client education on digital channels, and collaboration with partners to meet clients’ financial goals. Requires Series 7 and Series 66 licenses (or obtain within 60 days) and Life/Health/LTC license (or obtain within 60 days); CFP preferred. Strong emphasis on advisory services, financial planning, and leveraging technology to enhance the client experience.
Required Qualifications
- A valid and active Series 7
- A valid and active Series 66 (63/65) license or must be obtained within 60 days
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days
- Bachelor’s degree preferred
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