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Chase · 4 months ago

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

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

Lead/Staff, Director/Executive

$215K/yr - $350K/yr

5+ years exp

Chase is actively seeking talented individuals for its U.S. Private Bank as Wealth Advisors. In this role, you will provide comprehensive planning solutions for clients' estate, income, tax, and philanthropic needs while collaborating with a team of professionals to enhance client experiences.

BankingFinancial Services

Responsibilities

Serve as an advisor to clients on personal planning matters

Identify opportunities for the Bank to serve in a current or future fiduciary capacity

Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning

Assist Bankers and other team members in their new business efforts

Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team’s strategy with respect to PA outreach

Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media

Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers

Qualification

Estate planning experienceWealth management expertiseU.S. tax law knowledgeDesignationSales experienceCPA designationClient relationship managementTeam collaboration

Required

Five plus years of complex estate and wealth planning experience

Professional designations required: JD

Recognized expertise in managing the estate planning needs of high-net-worth individuals

Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals

Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations

Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations

Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement