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

Location: Portland, 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 Portland, OR branch team. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering enduring relationships in the vibrant Portland community. This position offers the opportunity to thrive in a dynamic environment where your advisory skills can directly impact clients' financial success and J.P. Morgan's reputation as a leader in wealth management. As a Private Client Advisor, your primary focus will be on understanding each client's unique needs and providing tailored advice that encompasses holistic financial planning, portfolio optimization, and access to J.P. Morgan's suite of banking and lending services. You will collaborate with internal specialists to create integrated solutions, ensuring compliance with all regulatory standards while driving client satisfaction and portfolio growth. In the Portland market, you will engage with diverse clients, including professionals and families drawn to the region's innovative economy, using data-driven insights from J.P. Morgan's research to recommend prudent investment options and mitigate risks. Success in this role requires a passion for client-centric service, combined with the ability to identify growth opportunities and exceed performance targets. J.P. Morgan Wealth Management provides robust support through cutting-edge technology, ongoing training, and a collaborative culture that empowers advisors to excel. If you are a licensed professional with a proven track record in financial advising and a commitment to ethical practices, join us to build a rewarding career while helping Portland clients achieve their financial aspirations in one of the nation's premier wealth management firms.

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
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax optimization
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to deliver holistic wealth solutions
• Identify and pursue business development opportunities within the Portland community to grow client base
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Utilize J.P. Morgan's proprietary tools and research to recommend suitable investment products and portfolios
• Monitor client portfolios and market conditions, adjusting strategies as needed to align with client objectives
• Educate clients on J.P. Morgan Wealth Management services, including digital platforms and advisory programs
• Participate in branch events and networking to enhance J.P. Morgan's presence in the local financial services market

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) 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 branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a fast-paced, goal-oriented environment
• Valid driver's license and willingness to travel within the Portland area as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals or families in the Pacific Northwest market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in Spanish or another language spoken in diverse Portland communities
• Prior success in meeting or exceeding sales targets in financial advisory services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Problem-solving and critical thinking
• Time management and organization
• Empathy and active listening
• Data analysis and reporting
• Negotiation and advisory persuasion
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• 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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Portland area

JP Morgan Chase is an equal opportunity employer.