J.p. Morgan Wealth Management - Private Client Advisor - Tigard, Or

JPMorgan Chase

Tigard, OR, United States
Base: not specified; bonus/equity: commission-base...
Not specified
Client acquisition and relationship management
Investment product and thought leadership platform
Holistic client needs assessment
J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Tigard, OR, where the focus is on providing personalized financial planning and investment solutions to clients. The ideal candidate will possess strong relationship-building skills and relevant financial services experience, while the role offers competitive compensation and a commitment to diversity and inclusion

Job Summary

  • You will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
  • Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Matching Summary

Match Score: 85

J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Tigard, OR, where the focus is on providing personalized financial planning and investment solutions to clients. The ideal candidate will possess strong relationship-building skills and relevant financial services experience, while the role offers competitive compensation and a commitment to diversity and inclusion.

Salary

Base: Not specified; Bonus/Equity: Commission-based pay and/or discretionary incentive compensation; Benefits: Comprehensive health care, retirement savings plan, etc.

Skills & Requirements

Must-have

  • Client acquisition and relationship management
  • Investment product and thought leadership platform
  • Holistic client needs assessment
  • Digital innovation adoption

Nice-to-have

  • Teamwork and collaboration
  • Diversity and inclusion champion
  • Passion for client education
  • Strong business judgment

Key Requirements

  • 2+ years Financial Advisor experience
  • Series 7 license
  • Series 66 license or obtain within 60 days
  • Life, Health, Long Term Care license or obtain within 60 days

Work Rights

Not specified

Tailored Resume

Cover Letter