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

Location: Corvallis, 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 Corvallis, OR branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. As a key member of our branch team, you will leverage J.P. Morgan's global resources, cutting-edge investment tools, and extensive product offerings to help clients navigate complex financial landscapes, from retirement planning to multi-generational wealth transfer. This position is ideal for a client-focused professional passionate about empowering communities in Corvallis and surrounding areas through personalized advice and exceptional service. Your primary responsibilities will include conducting in-depth financial assessments, recommending tailored investment strategies, and fostering long-term client relationships to drive asset growth and satisfaction. You will collaborate closely with J.P. Morgan's network of experts, including investment bankers and tax specialists, to provide holistic solutions that encompass banking, lending, and advisory services. Compliance and ethical standards are paramount; you will ensure all recommendations adhere to regulatory requirements while maintaining the highest levels of confidentiality and integrity. Success in this role requires a proactive approach to business development, including networking within the local Oregon community to attract and retain high-value clients. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where diverse perspectives drive innovation. As a Private Client Advisor, you will benefit from ongoing training, access to proprietary research, and a supportive culture that values work-life balance. If you have a proven track record in financial advising and a genuine commitment to client success, join us in Corvallis to make a meaningful impact on clients' financial futures while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Corvallis branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, including retirement, estate planning, and education funding
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and building long-term relationships
• Conduct financial needs assessments and recommend suitable products such as investment portfolios, insurance, and banking solutions
• Collaborate with J.P. Morgan specialists, including bankers and investment teams, to deliver holistic advisory services
• Ensure all advisory activities comply with federal and state regulations, including SEC and FINRA guidelines
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, risk management, and J.P. Morgan's proprietary tools
• Participate in community outreach and networking events in Corvallis to expand J.P. Morgan's presence
• Maintain accurate records of client interactions and transactions using J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, 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 with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Corvallis, OR
• Previous success in generating new business through networking and referrals
• Knowledge of local economic factors and community dynamics in Oregon

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

Benefits

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

JP Morgan Chase is an equal opportunity employer.