Senior Wealth Advisor for High Net Worth New Business

RiseMe; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Equity / incentive compensation

Job summary

JPMorgan Chase Wealth Management seeks a Wealth Client Specialist to address the wealth needs of High Net Worth and Ultra 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 counsel.

In partnership with wealth advisors, you will generate new assets under management through a focused sales process, stay current on market trends, and tailor solutions for clients.

Qualifications

• Series 7, 63, and 65 licensing.
• College graduate with 7+ years of industry experience.
• Proven ability to market and sell wealth management products to HNW/UHNWI clients.
• Knowledge in investing, trusts, estates, planning, insurance, and related areas.

Responsibilities

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

Skills

Series 7/63/65 licenses

High net worth client experience

Communication & presentation

Education

College degree

Job description

JPMorgan Chase Wealth Management seeks a Wealth Client Specialist to address the wealth needs of High Net Worth and Ultra 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 counsel.

In partnership with wealth advisors, you will generate new assets under management through a focused sales process, stay current on market trends, and tailor solutions for clients.