Executive Director, UHNW Wealth Client Advisor

JPMorganChase; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating with wealth advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments such as Series 7, 63, 65 licenses, and a background in financial services, along with strong communication and sales skills. This opportunity provides a pathway to engage with affluent clients and deepen valuable wealth relationships.

Qualifications

• 7+ years of experience in wealth management or financial services industry.
• Licenses: Series 7, 63, and 65 and insurance licensed.
• Experience dealing with high net worth clients.

Responsibilities

• Collaborate with bankers to identify new wealth relationships.
• Engage with Wealth Advisors to deepen relationships.
• Deliver initial wealth management counsel to clients.
• Generate new assets under management through sales efforts.
• Stay updated on trends in wealth management.

Skills

Proven ability to market and sell wealth management products

Excellent written and verbal communication skills

A sound knowledge base of financial planning and investment

Self-confident and proactive

Education

College degree

Advanced degree preferred

Job description

JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating with wealth advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments such as Series 7, 63, 65 licenses, and a background in financial services, along with strong communication and sales skills. This opportunity provides a pathway to engage with affluent clients and deepen valuable wealth relationships.