Wealth Advisor: Holistic Planning & Client
Job in
Happy Valley, Multnomah County, Oregon, 97086, USA
Listed on 2026-09-03
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Location: Happy Valley
JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment 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, providing an exceptional investor experience. The role emphasizes relationship management over portfolio management, leveraging digital tools to enhance client engagement and
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