Private Wealth Advisor: Holistic Planning & Client
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-07-07
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team in Beaverton, Oregon. In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management rather than portfolio management.
You will support client relationships, educate them on available technology, and demonstrate integrity in guiding them through their financial needs. Qualifications include a Series 7 and 66 license, along with at least two years of financial services experience.
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