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

Location: Bend, OR, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Bend, OR branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and innovative tools to help clients navigate complex financial landscapes, from investment strategies to retirement planning. This position offers the opportunity to build lasting relationships in the vibrant Bend community while contributing to one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial objectives and providing personalized advice that aligns with J.P. Morgan's commitment to excellence in wealth management. You will conduct in-depth assessments, recommend diversified portfolios, and monitor performance to ensure alignment with client needs. Collaboration with J.P. Morgan's network of experts, including investment bankers and tax specialists, will enable you to offer holistic solutions. Success in this role requires a client-centric approach, deep industry knowledge, and the ability to thrive in a dynamic, goal-oriented environment. J.P. Morgan Wealth Management is renowned for its integrity, innovation, and client-first philosophy, managing trillions in assets globally. In Bend, OR, you will play a key role in expanding our presence in the Pacific Northwest, supporting local families in achieving financial security. We value advisors who are passionate about empowering clients and committed to continuous professional growth. Join us to make a meaningful impact on clients' lives while advancing your career in a supportive, high-performing team.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients through regular consultations and proactive outreach
• Conduct comprehensive financial needs assessments, including retirement planning, estate strategies, and tax optimization
• Recommend and implement suitable investment portfolios using J.P. Morgan's suite of products and services
• Collaborate with internal partners, such as bankers and specialists, to deliver holistic wealth management solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Prospect for new clients within the Bend, OR community through networking, referrals, and local events
• Monitor client portfolios and market conditions to adjust strategies and mitigate risks
• Educate clients on financial products, market trends, and economic factors influencing their goals
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals or families in the Pacific Northwest region
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly Spanish, to serve diverse client bases in Bend, OR
• Previous experience in a J.P. Morgan Chase branch or similar banking environment

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Networking and business development
• Knowledge of tax and estate planning principles
• Data interpretation from financial reports
• Adaptability to market volatility
• Team collaboration in a branch environment
• Ethical decision-making in high-stakes advisory roles

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Bend, OR

JP Morgan Chase is an equal opportunity employer.