Senior Wealth Advisor for HNW & UHNW Clients

JPMorgan Chase & Co.

Los Angeles (CA)

Sur place

USD 120 000 - 160 000

Plein temps

Il y a 5 jours

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Résumé du poste

JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services and collaborate with a team to provide high level advice and counsel.

This role emphasizes developing new business from bank referrals, existing clients, and your own development efforts.

Qualifications

Series 7, 63, and 65 and insurance licensed.
College graduate with 7+ years of industry experience.
Proven ability to market and sell wealth management products and services to high net worth clients.
Knowledge of investing, trusts & estates, financial planning, insurance, alternative investments, family wealth, tax considerations.

Responsabilités

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; recommend 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.