U.S. Private Bank - Wealth Strategist - Executive Director jobs in United States
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Chase · 4 months ago

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

position25 Deforest Ave, Summit, NJ, 07901, US
timeFull-time
remoteOnsite
seniorityDirector/Executive
money$170K/yr - $285K/yr
date9+ years exp

Chase is seeking a Wealth Strategist for its U.S. Private Bank to provide exceptional wealth planning resources to clients. The role involves delivering customized financial guidance, collaborating with advisors to develop business opportunities, and training team members to enhance client engagements.

BankingFinancial Services

Responsibilities

Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
Work with advisors to develop business opportunities with new and existing clients
Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making
Present in an easily digestible, conversational manner
Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagements

Qualification

Financial planningWealth managementInvestment strategiesCertified Financial Planner (CFP)Chartered Financial Analyst (CFA)Series 766 licensesCoaching abilityAnalytical skillsClient engagementPresentation skills

Required

Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
Strong financial planning knowledge in regards to cash flows, decision making, and goals‐based planning and process driven engagements
Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
Willingness to travel regularly throughout J.P. Morgan Private Bank's East Region

Preferred

Strong presentation skills in one-on-one and group meetings
Ability to coach colleagues, client advisors and clients
Ability to comfortably use analytics to provide guidance to clients in a compelling manner
Ability & experience in understanding clients' financial situations and personal circumstances
Strong ability to liaise with local and U.S. leadership

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase