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

Location: Klamath Falls, 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 branch in Klamath Falls, OR. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to help clients navigate complex financial landscapes, from retirement planning and investment diversification to estate strategies and philanthropic goals. Our Private Client Advisors are at the forefront of fostering enduring relationships, embodying our commitment to client-centric advice in the heart of the community. Your day-to-day responsibilities will include conducting in-depth financial reviews, crafting personalized investment recommendations, and monitoring portfolio performance amid evolving market conditions. You will collaborate seamlessly with J.P. Morgan's broader network of specialists in banking, lending, and alternative investments to provide holistic solutions that drive client success. In Klamath Falls, you will also engage in local outreach to build a robust client base, participating in community events and leveraging referrals to grow assets under management while adhering to the highest standards of regulatory compliance and ethical practices. This position offers a rewarding opportunity to thrive in a dynamic financial services environment, supported by J.P. Morgan's renowned training programs and career development paths. If you are passionate about empowering clients to achieve their financial aspirations and excel in a relationship-driven role, join our team to make a meaningful impact in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and retirement strategies
• Develop and maintain long-term relationships with private clients through regular consultations and proactive outreach
• Conduct comprehensive financial assessments, including risk tolerance analysis and goal-setting, to recommend tailored investment portfolios
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and advisory solutions
• Identify opportunities to expand client relationships by cross-selling products like trusts, estate planning, and alternative investments
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA regulations, and internal policies
• Prospect for new clients within the Klamath Falls community through networking, referrals, and local events
• Monitor market trends and economic conditions to adjust client strategies and provide timely insights
• Prepare and present financial reports, performance reviews, and educational seminars for clients
• Contribute to branch goals by supporting team initiatives and mentoring junior advisors

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 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 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 working in a J.P. Morgan Chase branch or similar high-net-worth advisory role
• Knowledge of local market dynamics in Klamath Falls, OR, and surrounding areas
• Bilingual proficiency in Spanish or other local languages to serve diverse client bases
• Prior success in achieving sales targets and growing client assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Risk assessment and mitigation
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data interpretation and reporting
• Networking and referral generation
• Ethical judgment in financial advice
• Adaptability to market changes
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance 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 certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, and community involvement opportunities in Klamath Falls

JP Morgan Chase is an equal opportunity employer.