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

JPMorgan Chase & Co.; Summit (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading financial services firm is seeking an experienced Wealth Strategist in Summit, New Jersey. This role involves providing tailored wealth planning guidance to clients and collaborating with advisors to enhance business opportunities. The ideal candidate will have over nine years of experience in financial services and strong knowledge in wealth management strategies. Required qualifications include a Bachelor's degree, relevant licenses, and the ability to engage high-net-worth individuals. This position offers significant client interaction and professional development opportunities.

Qualifications

• 9+ years in financial services including financial planning and private banking.
• Strong presentation skills for one-on-one and group settings.
• Willingness to travel throughout the East Region.

Responsibilities

• Provide customized wealth planning guidance to clients.
• Collaborate with advisors to develop business opportunities.
• Train and develop advisors in effective client engagements.

Skills

Financial planning

Client relationship management

Wealth transfer strategies

Investment knowledge

Coaching abilities

Education

Bachelor’s degree

MBA

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

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 of 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.