Executive Director, UHNW Wealth Strategy & Advisory

Next Frontier Capital

Chicago (IL)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase Wealth Management is seeking a Client Specialist to address the wealth needs of high net worth individuals and institutions. You will market and sell wealth management services, source new business, and collaborate with a team to provide high-level advice and tailored solutions.

You will work autonomously to create new wealth relationships, focusing on prospects and existing clients across JP Morgan Wealth Management.

Qualifications

Series 7, 63, and 65 licenses and insurance licensed.
College graduate with 7+ years of industry experience.
Proven ability to market and sell wealth management products to high net worth clients.
Strong knowledge in investing, trusts, estates, financial planning, tax considerations.

Responsibilities

Collaborate with bankers to identify opportunities for new wealth relationships.
Engage with Wealth Advisors to deepen existing relationships.
Provide initial wealth management counsel and tailor solutions for prospects and clients.
Generate new assets under management through a focused sales process.
Stay informed on trends and strategies in wealth management.