Elite Wealth Strategy Advisor for UHNW Clients

Testing Site - JPMC; Boston (MA); Sur place; USD 120 000 - 160 000; Plein temps

Résumé du poste

J.P. Morgan’s U.S.

Private Bank is seeking a Wealth Strategist to deliver wealth planning resources to clients and prospects, helping identify, prioritize and achieve long-term goals while advocating for the Wealth Strategy Engagement Model and Advice capabilities. You will collaborate with advisors to develop business opportunities, present Wealth Strategy materials in a clear, conversational manner, and work with high net worth individuals on planning, investments, tax, and estate strategies.

Qualifications

• 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; MBA, JD, CFP, and/or CFA designations strongly preferred
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
• Proven ability to create business results with a broad background in retirement solutions, general investment matters, and trust/estate planning issues
• Strong financial planning knowledge in cash flows and goals-based planning
• Experience partnering with professional advisors (CPAs, T&E attorneys)
• Willingness to travel regularly across East Region

Responsabilités

• Provide unbiased, customized wealth planning guidance to clients and prospects based on deep client discovery
• Work with advisors to develop business opportunities with new and existing clients
• Collaborate on development and presentation of Wealth Strategy and Advice materials
• Present in an easily digestible, conversational manner
• Be comfortable with high net worth individuals and families and have experience with financial planning, banking, investments, tax and wealth transfer strategies
• Train, coach and develop advisors to independently lead effective Wealth Strategy engagements

Connaissances

Financial planning

Goal-based investing

Private Banking

Wealth transfer strategies

Cash flow analysis

Client discovery

Advisors collaboration

Travel willingness

Formation

Bachelor's degree

Graduate degree or professional designation (MBA/JD/CFP/CFA) preferred

Description du poste

J.P. Morgan’s U.S.

Private Bank is seeking a Wealth Strategist to deliver wealth planning resources to clients and prospects, helping identify, prioritize and achieve long-term goals while advocating for the Wealth Strategy Engagement Model and Advice capabilities. You will collaborate with advisors to develop business opportunities, present Wealth Strategy materials in a clear, conversational manner, and work with high net worth individuals on planning, investments, tax, and estate strategies.