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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
TITLE : Associate Business Client Advisor (Credit Analyst) REPORTS TO : Commercial Banking Team Leader FLSA : Exempt CATEGORY : Full Time SHIFT : Monday - Friday 8:30am - 5:30pm SUMMARY Credit ...
Quick apply
TITLE : Associate Business Client Advisor (Credit Analyst) REPORTS TO : Commercial Banking Team Leader FLSA : Exempt CATEGORY : Full Time SHIFT : Monday - Friday 8:30am - 5:30pm SUMMARY Credit ...
Professional Matchmaker Client Advisor & Date Coach
Portland, OR · Hybrid
$52K - $68K/yr
This is a role for someone who's part advisor, part coach, part friend, and part operator. You'll ... Respond to client communication promptly and professionally this is white-glove service for people ...
Quick apply
Professional Matchmaker Client Advisor & Date Coach
Portland, OR · Hybrid
$52K - $68K/yr
This is a role for someone who's part advisor, part coach, part friend, and part operator. You'll ... Respond to client communication promptly and professionally this is white-glove service for people ...
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 ...
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 ...
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 ...
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 ...
OR · On-site
$18.25 - $24.50/hr
Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service ...
OR · On-site
$18.25 - $24.50/hr
Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service ...
OR · On-site
Platinum Client Success Advisors provide exceptional service, advisement and order-taking to clients and veterinarians that call, email, and text Platinum Performance daily. Platinum Advisors are ...
OR · On-site
Platinum Client Success Advisors provide exceptional service, advisement and order-taking to clients and veterinarians that call, email, and text Platinum Performance daily. Platinum Advisors are ...
OR · On-site
Platinum Client Success Advisors provide exceptional service, advisement and order-taking to clients and veterinarians that call, email, and text Platinum Performance daily. Platinum Advisors are ...
$18.25 - $24.50/hr
Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service ...
$18.25 - $24.50/hr
Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service ...
J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood)
Portland, OR · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood)
Portland, OR · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood)
Portland, OR · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood)
Portland, OR · On-site
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 ...
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 ...
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, OR
Klamath Falls, OR · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, OR
Klamath Falls, OR · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, OR
Klamath Falls, OR · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, OR
Klamath Falls, OR · On-site
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 ...
Client Advisor information
See Oregon salary details
$18.35 is the 25th percentile. Wages below this are outliers.
$15.25 - $22.48
58% of jobs
$22.48 - $29.71
9% of jobs
$33.09 is the 75th percentile. Wages above this are outliers.
$29.71 - $36.95
16% of jobs
$36.95 - $44.18
7% of jobs
$44.18 - $51.41
2% of jobs
$51.41 - $58.64
0% of jobs
$58.64 - $65.87
0% of jobs
$65.87 - $73.10
2% of jobs
$73.10 - $80.34
2% of jobs
$80.34 - $87.57
2% of jobs
$87.57 - $94.80
1% of jobs
$15
$33
$94
How much do client advisor jobs pay per hour?
What job makes $10,000 a month without a degree?
What is a Client Advisor?
What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?
How does a Client Advisor typically collaborate with other departments to ensure excellent client service?
What is the salary of a client advisor?
What is the role of a client advisor?
What jobs make $1,000,000 a year?
What is the difference between Client Advisor vs Financial Consultant?
| Aspect | Client Advisor | Financial Consultant |
|---|---|---|
| Required Credentials | Certifications like CFP, Series 7, Series 63 | CFP, CFA, Series 7, Series 63 |
| Work Environment | Financial institutions, banks, wealth management firms | Independent or firm-based, consulting firms, banks |
| Employer & Industry Usage | Used in banking and wealth management sectors | Common in financial planning and investment advisory |
| Search & Comparison Intent | Clients seeking personalized financial advice | Individuals or businesses seeking investment strategies |
While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, OR
JP Morgan ChaseCorvallis, OR • On-site
Full-time
Medical, Retirement
Posted 27 days ago
JPMorgan Chase & Co. rating
8.1
Based on 468 frontline employees who took The Breakroom Quiz
46th of 141 rated banks
Job description
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.
- 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 your clients 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 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
- 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
- Certified Financial Planning (CFP) certification is preferred
- Bachelor's degree preferred
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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
What JPMorgan Chase & Co. employees say
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US