UHNW Wealth Growth Strategist

Aumni; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase Wealth Management in Los Angeles seeks a Wealth Client Specialist to address the wealth needs of high net worth and ultra high net worth clients and institutions. You will market and sell wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.

This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships across JP Morgan Wealth

Qualifications

• Licenses required: Series 7, 63, 65 and insurance
• 7+ years of industry experience
• Proven ability to market and sell wealth management products/services to HNW/HNWI clients
• Knowledge of investing, trusts/estates, financial planning, insurance, and tax considerations
• Autonomous, mature professional able to work independently with diverse stakeholders
• Excellent written and verbal communication and presentation skills

Responsibilities

• Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
• Engage with Wealth Advisors to deepen existing wealth relationships
• Deliver initial wealth management counsel and recommend customized wealth solutions
• Generate new assets under management through a focused sales process
• Keep abreast of wealth management trends and strategies

Skills

Series 7 license

Series 63 license

Series 65 license

Insurance licensed

7+ years of industry experience

Strong communication and presentation

Education

College degree or higher

Job description

JPMorgan Chase Wealth Management in Los Angeles seeks a Wealth Client Specialist to address the wealth needs of high net worth and ultra high net worth clients and institutions. You will market and sell wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.

This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships across JP Morgan Wealth