HNW Wealth Strategy & New Business Advisor

Next Frontier Capital; New York (NY); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Competitive compensation

Health care coverage

Retirement savings plan

On-site wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase Wealth Management seeks a sophisticated Wealth Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market JPMorgan Chase wealth services, source new business, and collaborate with a team to provide high level advice and counsel.

Your focus is on creating new relationships and deepening existing wealth relationships across JP Morgan Wealth Management, with a broad knowledge base and strong client engagement

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.
• Broad knowledge of investing, trusts & estates, financial planning, and tax considerations.
• Autonomous, proactive professional able to work with all levels of the organization.
• Excellent written and verbal communication and presentation skills.

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships.
• Engage with Wealth Advisors on deepening existing wealth relationships.
• Deliver initial wealth management counsel and recommend customized solutions.
• Generate new assets under management through a focused sales process.
• Keep abreast of trends and strategies in wealth management.

Skills

Series 7 license

Series 63 license

Series 65 license

Insurance license

Wealth management sales

Financial planning

Investing & tax knowledge

Strong communication

Autonomous professional

Education

Bachelor's degree

Advanced degree preferred

CFP or CFA designation a plus

Job description

JPMorgan Chase Wealth Management seeks a sophisticated Wealth Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market JPMorgan Chase wealth services, source new business, and collaborate with a team to provide high level advice and counsel.

Your focus is on creating new relationships and deepening existing wealth relationships across JP Morgan Wealth Management, with a broad knowledge base and strong client engagement