Executive Director, Private Wealth Strategy

JPMorgan Chase & Co.; Summit (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading financial services firm is seeking an experienced Wealth Strategist in Summit, New Jersey. This role involves providing tailored wealth planning guidance to clients and collaborating with advisors to enhance business opportunities. The ideal candidate will have over nine years of experience in financial services and strong knowledge in wealth management strategies. Required qualifications include a Bachelor's degree, relevant licenses, and the ability to engage high-net-worth individuals. This position offers significant client interaction and professional development opportunities.

Qualifications

• 9+ years in financial services including financial planning and private banking.
• Strong presentation skills for one-on-one and group settings.
• Willingness to travel throughout the East Region.

Responsibilities

• Provide customized wealth planning guidance to clients.
• Collaborate with advisors to develop business opportunities.
• Train and develop advisors in effective client engagements.

Skills

Financial planning

Client relationship management

Wealth transfer strategies

Investment knowledge

Coaching abilities

Education

Bachelor’s degree

MBA

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Job description

A leading financial services firm is seeking an experienced Wealth Strategist in Summit, New Jersey. This role involves providing tailored wealth planning guidance to clients and collaborating with advisors to enhance business opportunities. The ideal candidate will have over nine years of experience in financial services and strong knowledge in wealth management strategies. Required qualifications include a Bachelor's degree, relevant licenses, and the ability to engage high-net-worth individuals. This position offers significant client interaction and professional development opportunities.