JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Lake Oswego, OR
Lake Oswego, OR · Full-time · Posted Oct 15, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients about digital tools and investment channels.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative