Wealth Advisor Private Clients & Holistic Planning
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-08-30
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. in Oregon seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.
You will build enduring client relationships and provide tailored investment solutions with a focus on trusted guidance and service excellence. Candidates should have at least 2 years in financial services, active Series 7/66 licenses and appropriate insurance licenses, with CFP preferred and a bachelor’s
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