Senior Wealth Advisor & Executive Director

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Wealth Advisor to serve high-net-worth clients by addressing estate, income, and tax planning needs through a comprehensive understanding of their wealth and objectives.

You will collaborate with bankers, trusted advisors, and clients to deliver personalized planning solutions, cultivate relationships with professional advisors, and contribute to business growth through education and thoughtful stewardship.

Qualifications

• Five+ years of complex estate and wealth planning experience.
• JD required; CPA is a plus.
• Strong knowledge of transfer tax law and trust law.

Responsibilities

• Advise clients on personal planning matters.
• Identify fiduciary opportunities for the Bank.
• Assist with executive compensation, retirement planning, and business succession planning.
• Support Bankers and team members in new business efforts.
• Cultivate relationships with professional advisors (PAs) and coordinate strategy with respect to PA outreach.
• Deliver in-market educational presentations and write articles for internal/external publications.
• Coordinate sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers.

Skills

Estate planning

Sales experience

Client relationship mgmt

Tax knowledge

Education

JD

CPA (plus)

Job description

JPMorgan Chase & Co. in Chicago seeks a Wealth Advisor to serve high-net-worth clients by addressing estate, income, and tax planning needs through a comprehensive understanding of their wealth and objectives.

You will collaborate with bankers, trusted advisors, and clients to deliver personalized planning solutions, cultivate relationships with professional advisors, and contribute to business growth through education and thoughtful stewardship.