J.P. Morgan Wealth Management - Private Client Advisor - Bend, OR

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.

Job Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients
• Support clients with a focus on relationship management rather than portfolio management
• Show a deep understanding of financial markets and sound business judgment
• Exhibit integrity and act in the best interest of clients
• Provide holistic financial coaching and education to clients
• Embrace digital innovations to enhance client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Proven ability and commitment to providing goals-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Preferred certification in Certified Financial Planning (CFP®)
• Bachelor's degree preferred

Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT A NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

About Us

Chase is a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and prioritize our customers. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to support employee needs, such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, and more. For more information about our total compensation and benefits, visit the hiring process. We are committed to diversity and inclusion and provide reasonable accommodations for applicants and employees. Visit our FAQs for more details on requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division provides a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions, all while ranking first in customer satisfaction. For more information about our team, visit our division page.