U.S. Private Bank - Wealth Strategist - Executive Director

Testing Site - JPMC; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan’s U.S.

Private Bank is seeking a Wealth Strategist to deliver wealth planning resources to clients and prospects, helping identify, prioritize and achieve long-term goals while advocating for the Wealth Strategy Engagement Model and Advice capabilities. You will collaborate with advisors to develop business opportunities, present Wealth Strategy materials in a clear, conversational manner, and work with high net worth individuals on planning, investments, tax, and estate strategies.

Qualifications

• Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
• Bachelor’s degree; MBA, JD, CFP, and/or CFA designations strongly preferred
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
• Proven ability to create business results with a broad background in retirement solutions, general investment matters, and trust/estate planning issues
• Strong financial planning knowledge in cash flows and goals-based planning
• Experience partnering with professional advisors (CPAs, T&E attorneys)
• Willingness to travel regularly across East Region

Responsibilities

• Provide unbiased, customized wealth planning guidance to clients and prospects based on deep client discovery
• Work with advisors to develop business opportunities with new and existing clients
• Collaborate on development and presentation of Wealth Strategy and Advice materials
• Present in an easily digestible, conversational manner
• Be comfortable with high net worth individuals and families and have experience with financial planning, banking, investments, tax and wealth transfer strategies
• Train, coach and develop advisors to independently lead effective Wealth Strategy engagements

Skills

Financial planning

Goal-based investing

Private Banking

Wealth transfer strategies

Cash flow analysis

Client discovery

Advisors collaboration

Travel willingness

Education

Bachelor's degree

Graduate degree or professional designation (MBA/JD/CFP/CFA) preferred

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Wealth Strategist you will be responsible for delivering the firm’s wealth planning resources to clients and prospective clients, helping them identify, prioritize and achieve their long-term goals. In addition, you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers.

Job Responsibilities

• Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
• Work with advisors to develop business opportunities with new and existing clients
• Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making
• Present in an easily digestible, conversational manner
• Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
• Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagements

Required Qualifications, Skills and Capabilities

• Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
• Bachelor’s degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
• Strong financial planning knowledge in regards to cash flows, decision making, and goals‑based planning and process driven engagements
• Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
• Willingness to travel regularly throughout J.P. Morgan Private Bank’s East Region
  

Preferred Qualifications, Skills and Capabilities

• Strong presentation skills in one-on-one and group meetings
• Ability to coach colleagues, client advisors and clients
• Ability to comfortably use analytics to provide guidance to clients in a compelling manner
• Ability & experience in understanding clients’ financial situations and personal circumstances
• Strong ability to liaise with local and U.S. leadership