Private Wealth Advisor: Holistic Planning & Relationships
Job in
Happy Valley, Multnomah County, Oregon, 97086, USA
Listed on 2026-01-13
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide financial planning and advice to clients in Oregon. In this role, you will support clients through personalized investment solutions and build lasting relationships while promoting a culture of diversity. Candidates should have at least 2 years of experience in a Financial Advisor role, with required licenses including Series 7 and Series 66.
Join us to enhance client lives and drive financial success.
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