U.S. Private Bank - Wealth Strategist - Executive Director
Job Responsibilities
- Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
- Work with advisors to develop business opportunities with new and existing clients
- Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making
- Present in an easily digestible, conversational manner
- Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
Required Qualifications, Skills And Capabilities
- Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
- Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
- Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
- Willingness to travel regularly throughout J.P. Morgan Private Bank's East Region
Preferred Qualifications, Skills And Capabilities
- Strong presentation skills in one-on-one and group meetings
- Ability to coach colleagues, client advisors and clients
- Strong ability to liaise with local and U.S. leadership
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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, 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.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.