Talent.com
J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR
J.P. Morgan Wealth Management - Private Client Advisor - Salem, ORJPMorgan Chase • Salem, OR, US
No longer accepting applications
J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR

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

JPMorgan Chase • Salem, OR, US
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Create a job alert for this search

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

Similar jobs

Private Client Advisor

KeyCorpSalem, OR, United States
Full-time

Location: 750 Lancaster Drive NE, Salem Oregon.Job Summary: The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their me...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Family Medicine Physician (Providence Medical Group - Oregon)

ProvidenceNewberg, OR, US
Full-time

Providence Medical Group (PMG) is seeking a Primary Care physician to join the PMG Newberg Primary Care - Family Medicine clinic.You'll be part of an established primary care team including embedde...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Family Practice Job Near Salem, OR Job

Atlantic MEDsearchMarion, OR, US
Full-time +1

Well-established group seeks another Family Practice Physician.Walk into a loyal patient base & work alongside 3 other FP's & 2 midlevel providers.Work schedule consists of 4 days a week.Responsibi...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Family Medicine Physician/Internal Medicine Physician

Northwest PermanenteMarion, OR, US
Full-time +1

Overview: Northwest Permanente (NWP) is the largest multispecialty medical group in Oregon and southwest Washington with 1,500 physicians and 300 administrative professionals caring for 615,000 Kai...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Family Physician for Northwest OR - outpatient practice

IMed StaffingMarion, OR, US
Full-time +1

Job Description Job Description Family Physician needed in northwest OR Job 3345 * Join an established out-patient practice * First year guarantee with partnership opportunity after year one * Care...Show more

 • Promoted

Physician / Family Practice / Oregon / Locum tenens / Primary Care Physician Job

AB Staffing SolutionsMarion, OR, US
Full-time

Physician must be Board Certified or Board Eligible with a minimum of 1 year of experience in Internal Medicine or Family Medicine within the last 2 years.Physician will be responsible for providin...Show more

 • Promoted

Float Client Relationship Consultant 3 (Banker) - Sherwood, Newberg & Tualatin, OR

U.S. BancorpSherwood, OR, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more

 • Promoted

Licensed Clinical Psychologist - Outpatient - Albany, OR

LifeStance HealthAlbany, OR, US
Full-time

At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.Our mission is to help people lead healthier, more fulfilling lives...Show more

 • Promoted

Physician / Oregon / Locum Tenens / Salem, Oregon Practice Seeks Gynecologist Job

The Curare GroupMarion, OR, US
Full-time

Office-based practice only in Salem, Oregon seeks a GYN only provider.You will enjoy a fantastic work/life balance, night call is telephone only which is minimal.Office hours are reasonable and ame...Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesSherwood, OR, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...Show more

 • Promoted

Advisor Development Program - Financial Solutions Advisor Trainee - Sherwood Financial Center

Bank of AmericaSherwood, OR, United States
Full-time

Advisor Development Program Financial Solutions Advisor Stage I.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individua...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / W2 Job

ICON Medical NetworkMarion, OR, US
Full-time +1

Outpatient Primary Care in the Willamette ValleyFlexible 4-day work weeks Rural clinic settings without having to live rurallyOpportunities for virtual care integrationEPIC EMRCall 1:12All ages- ne...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Primary Care Physician Opportunity in Salem, OR

AmergisMarion, OR, US
Full-time +1

The Primary Care Physician provides comprehensive healthcare services to patients within the scope of their license.This role involvesperforming routine examinations, diagnostic testing, assessment...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Family Medicine Physician needed in Salem, OR - Outpatient

HealthPlus StaffingMarion, OR, US
Full-time +1

Job Description Job Description HealthPlus Staffing is seeking a Board-Certified/Board-Eligible Family Medicine Physician to join a well-established clinic offering an exceptional opportunity with ...Show more

 • Promoted

Physician / Pediatrics / Oregon / Any / Pediatric Contract Hire - Salem, OR Job

Pacific Companies, Inc.Marion, OR, US
Full-time

Location: Salem, OregonDuration: As soon as credentialed 6 months with option to extend.Reason for coverage: Loss of provider, we have patient panelsSchedule: Our Clinic is open for Provider schedu...Show more

 • Promoted

Physician / Family Practice / Oregon / Permanent / Family Medicine Physician

Salem Clinic P CMarion, OR, US
Full-time +1

Job Description Job Description DREAM JOB ALERT First year base guarantee; once partner, income potential is unlimited Outpatient practice Full-time permanent BC/BE Partnership opportunity after on...Show more

 • Promoted

Physician / Family Practice / Oregon / Locum or Permanent / Family Medicine Physician Associate opening near Salem, OR - see all ages Job

Britt Medical SearchMarion, OR, US
Full-time +1

Seeking a Family Medicine Physician Assistant to join talented team just outside of Salem, OR.Expect to care for a full spectrum of primary care concerns on a given day.Seeing a panel of families a...Show more

 • Promoted

Sales Representative – Reconstructive Orthopedics

Medacta USASherwood, Oregon, US
Full-time

Position Summary The Sales Representative is responsible for driving growth within an assigned territory by supporting surgical cases, developing new business, and promoting Medacta’s reconstructiv...Show more