Private Client Advisor — Holistic Wealth Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
JPMorgan Chase & Co. in Bend, Oregon, is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.
You will build relationships, offer advised solutions, and deepen client connections through cross-team referrals. You will guide clients with a broad set of resources, stay informed on market trends, and educate clients on digital tools to monitor and manage their investments, while
This is a genuine opportunity to take on the Private Client Advisor — Holistic Wealth Planning role at JPMorgan Chase & Co.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Bend, OR, United States.
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