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Broker Edge Jobs in Oregon (NOW HIRING)

InsCipher

Tax Associate

Salem, OR · On-site

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Work on cutting-edge projects that are reshaping an industry * Collaborate with a team of ...

InsCipher

Tax Associate

Salem, OR · Remote

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Work on cutting-edge projects that are reshaping an industry * Collaborate with a team of ...

InsCipher

Tax Associate

Gresham, OR · Remote

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Work on cutting-edge projects that are reshaping an industry * Collaborate with a team of ...

InsCipher

Tax Associate

Eugene, OR · Remote

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Work on cutting-edge projects that are reshaping an industry * Collaborate with a team of ...

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Broker Edge information

What is the difference between Broker Edge vs Insurance Agent?

FeatureBroker EdgeInsurance Agent
CredentialsLicensing varies by state, often requires passing a state examSame licensing requirements as Broker Edge, including state exams
Work EnvironmentWorks independently or with agencies, often handling multiple carriersTypically employed by a specific insurance company or agency
Industry UsageUsed across insurance brokerage firms and independent agenciesCommonly employed within insurance companies and agencies
Search & Comparison IntentPeople compare Broker Edge with Insurance Agent to understand roles and licensing

Both Broker Edge and Insurance Agents require similar licensing and work in the insurance industry. However, Broker Edge often refers to a platform or tool used by brokers, while Insurance Agents are licensed professionals representing specific insurers. Understanding these differences helps in choosing the right career path or service provider.

Do brokers make a lot of money?

Broker Edge, as a role, can be financially rewarding, with earnings often based on commissions, sales performance, and experience. Successful brokers who build a strong client base and develop industry knowledge can earn significant income, but earnings vary widely depending on the market, skills, and effort invested.

What are popular job titles related to Broker Edge jobs in Oregon?

For Broker Edge jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Broker Edge jobs in Oregon look for?

The top searched job categories for Broker Edge jobs in Oregon are:

What cities in Oregon are hiring for Broker Edge jobs?

Cities in Oregon with the most Broker Edge job openings:

Broker Edge jobs near you

J.P. Morgan Wealth Management - Private Client Advisor, Tigard, OR

JPMorgan Chase & Co.

Tigard, OR • On-site

$75 - $115/hr

Other

Re-posted 24 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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