Elite Wealth Strategy Advisor for High-Net-Worth Clients

JPMorgan Chase & Co.; Philadelphia (Philadelphia County); On-site; USD 130,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co.’s U.S. Private Bank seeks an experienced Wealth Strategist to deliver bespoke wealth planning to high-net-worth clients.

You will partner with advisors to identify goals, present Wealth Strategy materials, and guide client decisions with clear, conversational communication. The role requires extensive experience in financial services and the ability to travel regularly within the East Region.

Qualifications

• Nine or more years of experience in financial services including financial planning, goals-based investing, Private Banking, affluent/high net worth solutions, and retirement strategies.
• Bachelor’s degree required; MBA, JD, CFP, CFA designations strongly preferred.
• Series 7, 66 and Insurance licenses required or pursued within 90 days of start date.

Responsibilities

• Provide unbiased, customized wealth planning guidance to clients and prospects based on deep discovery.
• Collaborate with advisors to develop business opportunities with new and existing clients.
• Develop and present Wealth Strategy materials to guide client and advisor decisions.

Skills

Financial planning

Private Banking

High Net Worth

Presentation skills

Communication

Travel readiness

Education

Bachelor's degree

Professional designations preferred (MBA/JD/CFP/CFA)

Job description

JPMorgan Chase & Co.’s U.S. Private Bank seeks an experienced Wealth Strategist to deliver bespoke wealth planning to high-net-worth clients.

You will partner with advisors to identify goals, present Wealth Strategy materials, and guide client decisions with clear, conversational communication. The role requires extensive experience in financial services and the ability to travel regularly within the East Region.