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

JPMorgan Chase

Bend, OR, United States
Base: not specified; bonus/equity: not specified; ...
Not specified
Client acquisition and relationship management
Investment solutions and financial planning
Financial markets understanding
J.P. Morgan Chase is seeking a Private Client Advisor to join their Wealth Management team in Bend, OR. The role focuses on providing personalized financial planning and investment solutions to a diverse range of clients while fostering a culture of diversity and inclusion

Job Summary

  • Using a broad investment product and thought leadership platform along with cutting edge digital technology, 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.
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
  • We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

Matching Summary

Match Score: 85

J.P. Morgan Chase is seeking a Private Client Advisor to join their Wealth Management team in Bend, OR. The role focuses on providing personalized financial planning and investment solutions to a diverse range of clients while fostering a culture of diversity and inclusion.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client acquisition and relationship management
  • Investment solutions and financial planning
  • Financial markets understanding
  • Digital technology adoption

Nice-to-have

  • Teamwork and collaboration
  • Client education and coaching
  • Diversity and inclusion champion

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