UHNW Wealth Strategy Advisor

Socket.dev; San Francisco (CA); On-site; USD 120,000 - 220,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

On-site wellness centers

Tuition reimbursement

Discretionary incentive compensation

Job summary

JPMorgan Chase Wealth Management in San Francisco seeks a Wealth Client Specialist to address the needs of High Net Worth and Ultra High Net Worth clients. You will market and sell wealth management services, source new business, and collaborate with a team to provide sophisticated advice and tailored solutions.

You will stay abreast of wealth trends and build deep, holistic client relationships. The role emphasizes autonomous, sophisticated wealth expertise and active client engagement across

Qualifications

• Series 7, 63, and 65 licenses and insurance licensed.
• College graduate with 7+ years of industry experience.
• Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and related areas.
• A self-confident, proactive professional with the maturity to work autonomously and with people at all levels in the organization.
• 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 on deepening existing wealth relationships.
• Deliver initial wealth management counsel to prospects and clients, recommending 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.

Skills

Series 7/63/65

Insurance licensed

7+ years experience

Wealth management sales

Investing knowledge

Communication skills

Education

Bachelor's degree or higher

Job description

JPMorgan Chase Wealth Management in San Francisco seeks a Wealth Client Specialist to address the needs of High Net Worth and Ultra High Net Worth clients. You will market and sell wealth management services, source new business, and collaborate with a team to provide sophisticated advice and tailored solutions.

You will stay abreast of wealth trends and build deep, holistic client relationships. The role emphasizes autonomous, sophisticated wealth expertise and active client engagement across