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

Location: Salem, 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 Salem, OR branch team. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their long-term financial objectives. Leveraging J.P. Morgan's world-class resources, including proprietary research, investment products, and a global network of experts, you will deliver personalized strategies in areas such as wealth accumulation, retirement planning, estate management, and tax optimization. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering enduring relationships in the vibrant Salem community. As a Private Client Advisor, your day-to-day responsibilities will involve engaging with clients through in-person consultations at our state-of-the-art branch, analyzing their financial situations, and recommending tailored solutions from J.P. Morgan's suite of offerings, including brokerage accounts, managed portfolios, and integrated banking services. You will collaborate closely with colleagues across J.P. Morgan's ecosystem to provide seamless, holistic advice, while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices. Success in this role requires a proactive approach to client acquisition, including networking within the local Pacific Northwest market and participating in community initiatives to build J.P. Morgan's presence. J.P. Morgan Wealth Management is renowned for its client-centric approach and innovative tools that empower advisors to deliver exceptional value. We invest heavily in your professional growth through ongoing training, access to cutting-edge technology, and opportunities for advancement within our global firm. If you thrive in a dynamic environment where your expertise can directly impact clients' financial futures, join us in Salem, OR, to contribute to J.P. Morgan's legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and manage a portfolio of private clients within the Salem, OR branch, leveraging J.P. Morgan's comprehensive wealth management platform
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic advisory services
• Build and nurture long-term client relationships through regular consultations, market updates, and proactive outreach
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan policies
• Identify opportunities to deepen client relationships by cross-referring to other J.P. Morgan products and services
• Educate clients on market trends, economic factors, and J.P. Morgan's investment research insights
• Maintain accurate client records in J.P. Morgan's CRM systems and prepare reports for performance tracking
• Participate in community events in Salem to enhance brand visibility and attract new clients

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 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 advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals and families in the Pacific Northwest region
• Bilingual proficiency, particularly in Spanish, to serve Salem's diverse community
• Prior experience with J.P. Morgan Chase systems and tools for wealth management
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic analysis
• CRM system expertise
• Team collaboration and networking

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 up to 5% of eligible pay
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• 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 if applicable, plus commuter benefits for Salem, OR location

JP Morgan Chase is an equal opportunity employer.