J.P. Morgan Advisors - Business Specialist - Vice President

Location: Portland, OR, United States

Job Family: Business Management

About the Role

At J.P. Morgan Advisors, we are seeking a dynamic Business Specialist at the Vice President level to join our Portland, OR team. In this pivotal role, you will serve as a dedicated partner to Financial Advisors, enhancing their ability to deliver exceptional wealth management services to high-net-worth clients. As a key member of the Business Management category, you will leverage your expertise in financial services to support client acquisition, portfolio optimization, and long-term relationship building, all while upholding J.P. Morgan's commitment to integrity and innovation in the industry. Your primary focus will be on collaborating closely with advisors to analyze client needs, recommend tailored investment strategies from J.P. Morgan's robust suite of products, and ensure seamless execution of financial plans. This includes conducting in-depth market analysis, preparing customized reports, and facilitating compliance with federal regulations such as those from the SEC and FINRA. You will also play a crucial role in business development, identifying opportunities to expand client assets under management and integrating J.P. Morgan's global resources to provide unparalleled advisory support in the competitive Portland market. This position offers a unique opportunity to thrive in a collaborative environment at one of the world's leading financial institutions. With access to cutting-edge tools, ongoing professional development, and a culture that values diversity and inclusion, you will contribute to J.P. Morgan's mission of empowering clients to achieve their financial aspirations. If you are a results-oriented professional passionate about financial advisory services, join us in Portland to drive meaningful impact for our clients and advisors alike.

Key Responsibilities

• Collaborate with Financial Advisors to develop and implement client strategies tailored to their financial goals
• Provide dedicated support to advisors by analyzing client portfolios and recommending investment solutions
• Assist in client onboarding, account management, and ongoing relationship nurturing
• Conduct market research and stay updated on economic trends to inform advisory recommendations
• Ensure compliance with SEC, FINRA, and internal J.P. Morgan policies in all client interactions
• Facilitate training and coaching for junior advisors on J.P. Morgan products and services
• Drive business growth by identifying opportunities for cross-selling J.P. Morgan Wealth Management offerings
• Prepare detailed reports and presentations for client meetings and internal reviews
• Monitor portfolio performance and coordinate with investment teams for adjustments
• Support advisors in resolving complex client inquiries and escalations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in financial services, wealth management, or client support roles
• Series 7 and Series 66 licenses (or equivalent) required
• Strong understanding of investment products, financial planning, and regulatory compliance
• Proven track record in client relationship management and business development
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced, high-stakes environment

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP or CFA
• Experience working with high-net-worth clients in a advisory capacity
• Familiarity with J.P. Morgan's proprietary platforms and tools
• Background in sales or business development within financial institutions
• Knowledge of Portland's local market and regulatory landscape

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Regulatory compliance (SEC, FINRA)
• Investment product knowledge (equities, fixed income, alternatives)
• Data analysis using tools like Excel and Bloomberg
• Strong verbal and written communication
• Problem-solving and critical thinking
• Time management and prioritization
• Sales and negotiation techniques
• Team collaboration and leadership
• Proficiency in CRM systems (e.g., Salesforce)
• Market research and economic forecasting
• Risk assessment and mitigation
• Adaptability to changing financial regulations
• Ethical decision-making in high-pressure scenarios

Benefits

• Competitive base salary plus performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions in Portland, OR

JP Morgan Chase is an equal opportunity employer.