Elite Wealth Client Strategist

JPMorgan Chase; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorgan Chase Wealth Management seeks a Wealth Client Specialist to holistically address the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.

This role requires an autonomous, sophisticated wealth expert who can create new and deepen existing wealth relationships with high net worth

Qualifications

• Series 7, 63, and 65 licenses and insurance license are required.
• College degree with 7+ years of industry experience is preferred.
• Proven ability to market and sell wealth management products to high net worth clients.

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
• Engage with Wealth Advisors on deepening existing wealth relationships
• Deliver initial wealth management counsel to prospects and clients, recommend customized wealth solutions and the right team to serve their needs
• Generate new assets under management through a focused sales process
• Stay abreast of trends and strategies in wealth management

Skills

Series 7

Series 63

Series 65

Insurance licensed

Education

College degree

Job description

JPMorgan Chase Wealth Management seeks a Wealth Client Specialist to holistically address the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.

This role requires an autonomous, sophisticated wealth expert who can create new and deepen existing wealth relationships with high net worth