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

Location: Tigard, 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 Tigard, OR branch. As a Private Client Advisor, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's unparalleled resources, including global market insights and a full suite of investment products, you will help clients navigate complex financial landscapes, from retirement planning to multi-generational wealth transfer. This role is ideal for a client-focused professional passionate about building lasting relationships in a dynamic branch environment within the vibrant Portland metropolitan area. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending personalized investment strategies, and coordinating with J.P. Morgan's network of experts to provide integrated services such as private banking and alternative investments. You will proactively engage with clients through face-to-face consultations, virtual meetings, and community events in Tigard, while also identifying opportunities to expand relationships by introducing complementary J.P. Morgan offerings. Compliance and ethical standards are paramount; you will ensure all advice adheres to regulatory requirements and J.P. Morgan's commitment to transparency and client-first principles. Success in this role requires a blend of technical expertise and interpersonal acumen, with a focus on driving measurable outcomes like asset growth and client retention. J.P. Morgan Wealth Management provides robust support through cutting-edge technology, ongoing training, and a collaborative culture that empowers advisors to thrive. If you are ready to make a meaningful impact on clients' financial futures while advancing your career at one of the world's leading financial institutions, apply today to join our team in Tigard, OR.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk tolerances
• Prospect, develop, and nurture long-term client relationships within the Tigard branch and surrounding communities to grow assets under management
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing, using J.P. Morgan's proprietary tools
• Collaborate with J.P. Morgan specialists in lending, estate planning, and philanthropy to deliver holistic wealth management services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies, maintaining accurate documentation and disclosures
• Identify cross-selling opportunities for J.P. Morgan products such as banking, credit, and alternative investments to enhance client portfolios
• Educate clients on market trends, economic outlooks, and portfolio performance through regular meetings and digital communications
• Participate in branch events and community outreach in Tigard to build brand awareness and attract new clients
• Monitor and adjust client portfolios in response to market changes, leveraging J.P. Morgan's global research and analytics
• Mentor junior advisors and support team initiatives to foster a high-performance culture within the Wealth Management division

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 retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• 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 with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Tigard, OR
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of local economic trends and community networks in the Portland metropolitan area

Required Skills

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

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses tied to client acquisition and asset growth
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave, plus 11 paid holidays annually
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan allowing discounted access to JPMorgan Chase common stock
• Wellness programs including gym memberships, mental health resources, and financial wellness coaching
• Relocation assistance if applicable, and commuter benefits for Tigard, OR location

JP Morgan Chase is an equal opportunity employer.