J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist

JPMorganChase; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry, relevant licenses, and a proven ability to work autonomously with excellent communication skills. The position offers competitive rewards, health care benefits, and a commitment to diversity and inclusion.

Qualifications

• 7+ years of industry experience in wealth management.
• Licenses: Series 7, 63, 65, and insurance licensed.
• Strong understanding of tax considerations and family wealth.

Responsibilities

• Collaborate with bankers for new wealth opportunities.
• Engage with Wealth Advisors to deepen relationships.
• Provide wealth management counsel and solutions.

Skills

Marketing and selling wealth management products

Knowledge of investing and financial planning

Excellent communication skills

Ability to work autonomously

Education

College graduate

Advanced Degree Preferred

Job description

Job Description

The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. The Specialist has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.

As a Client Specialist within J.P. Morgan Wealth Management, you will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts.

Primary New Business Sources

• Bank‑referred opportunities
• Existing wealth clients
• Your own business development efforts

Job 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 to prospects and clients, recommending customized wealth solutions and the right team to serve their needs
• Generate new assets under management through a focused sales process
• Keep abreast of trends and strategies in wealth management

Required Qualifications, Capabilities, and Skills

• Series 7, 63, and 65 and insurance licensed
• College graduate with 7+ years of industry experience
• Proven ability to effectively market and sell wealth management products and services to high net worth and ultra‑high net worth clients
• Sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
• Self‑confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
• Excellent written and verbal communication and presentation skills

Preferred Qualifications, Capabilities, and Skills

• Advanced Degree Preferred
• CFP or CFA designation a plus

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Legal and Compliance

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

Equal Opportunity Employer

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.