Wealth Growth Advisor for High Net Worth Clients

JPMorganChase; Los Angeles (CA); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Base salary

Commission

Incentive pay

Health care

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Wealth Client Specialist within Wealth Management 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 and source new business, collaborating with a team to provide high level advice and counsel.

The role emphasizes autonomous client development, deep knowledge of investments, trusts, estates and tax considerations, and the ability to deliver tailored solutions while

Qualifications

• Series 7, Series 63, and Series 65 licenses; insurance license.

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; recommend customized wealth solutions and the right team.
• Generate new assets under management through a focused sales process.
• Keep abreast of trends and strategies in wealth management.

Skills

Series 7

Series 63

Series 65

Insurance licensed

Job description

JPMorgan Chase is seeking a Wealth Client Specialist within Wealth Management 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 and source new business, collaborating with a team to provide high level advice and counsel.

The role emphasizes autonomous client development, deep knowledge of investments, trusts, estates and tax considerations, and the ability to deliver tailored solutions while