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

Location: Vancouver, WA, 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 Lake Oswego, OR, serving clients in the vibrant Pacific Northwest region, including nearby Vancouver, WA. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. This position is ideal for a seasoned professional passionate about personalized client service within a globally renowned financial institution. You will leverage J.P. Morgan's extensive resources, including cutting-edge investment tools and a network of experts, to provide holistic solutions that encompass retirement planning, estate strategies, and portfolio optimization. In this client-facing role, you will build meaningful relationships by understanding each client's unique financial landscape and aspirations. Responsibilities include conducting in-depth needs assessments, recommending tailored investment products from J.P. Morgan's suite of offerings, and ensuring seamless execution of financial plans. You will collaborate closely with branch colleagues to integrate banking, lending, and advisory services, fostering a one-stop wealth management experience. Success in this position requires a proactive approach to client engagement, such as hosting educational events and monitoring economic trends to offer timely insights, all while upholding the highest standards of integrity and compliance. J.P. Morgan Chase values innovation and excellence in wealth management, and as a Private Client Advisor, you will contribute to our mission of empowering clients to secure their financial futures. This role offers substantial growth potential within a supportive environment that prioritizes work-life balance and professional development. If you thrive in a dynamic, relationship-driven setting and are committed to ethical advisory practices, join our team to make a lasting impact on clients' lives in the Lake Oswego community.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients through regular consultations and proactive outreach
• Analyze clients' financial situations, including assets, liabilities, and retirement needs, to recommend J.P. Morgan Wealth Management products
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Conduct seminars, workshops, and one-on-one meetings to educate clients on market trends and investment opportunities
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Prospect for new clients within the local community, leveraging networking events and referrals
• Monitor portfolio performance and adjust strategies as needed to align with client objectives
• Utilize J.P. Morgan's digital tools and analytics to enhance client reporting and decision-making
• Contribute to branch goals by driving asset growth and client satisfaction metrics

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
• At least 3 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 investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management sector
• Ability to work in a branch-based setting and collaborate with cross-functional teams at J.P. Morgan Chase
• Commitment to ethical standards and adherence to FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Pacific Northwest region
• Familiarity with J.P. Morgan Chase's wealth management products and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous success in meeting or exceeding sales targets in financial advisory roles

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and organization
• Empathy and active listening
• Data interpretation and analytics
• Negotiation and advisory expertise
• 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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, such as gym memberships and mental health support
• Relocation assistance for eligible positions and commuter benefits

JP Morgan Chase is an equal opportunity employer.