Wealth Strategy Executive Director, Private Banking

Fairygodboss; Summit (NJ); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Fairygodboss at J.P. Morgan is seeking a skilled wealth planner in Summit, New Jersey. This role requires strong expertise in financial planning and client engagement, emphasizing collaboration on wealth strategy.

The ideal candidate will have at least nine years of relevant experience and a bachelor's degree, with advanced certifications preferred. Fulfilling responsibilities will involve presenting strategies and training advisors, contributing to client success with high net worth individuals.

Qualifications

• Nine or more years of experience in financial services.
• Proven track record of partnering with professional advisors.
• Series 7, 66 and Insurance licenses required.

Responsibilities

• Provide wealth planning guidance to clients.
• Collaborate on Wealth Strategy materials.
• Train and coach advisors on effective client engagements.

Skills

Financial planning

Investment strategies

Client engagement

Business development

Education

Bachelor's degree

MBA, JD, CFP, CFA preferred

Job description

Fairygodboss at J.P. Morgan is seeking a skilled wealth planner in Summit, New Jersey. This role requires strong expertise in financial planning and client engagement, emphasizing collaboration on wealth strategy.

The ideal candidate will have at least nine years of relevant experience and a bachelor's degree, with advanced certifications preferred. Fulfilling responsibilities will involve presenting strategies and training advisors, contributing to client success with high net worth individuals.