JPMorganChase · 5 months ago
U.S. Private Bank - Wealth Strategist - Executive Director
25 Deforest Ave, Summit, NJ, 07901, US
Full-time
Onsite
Director/Executive
$170K/yr - $285K/yr
9+ years expJPMorganChase is seeking a Wealth Strategist to join their U.S. Private Bank team. This role involves delivering customized wealth planning guidance to clients, collaborating with advisors, and training them to lead effective client engagements.
Asset ManagementBankingFinancial 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
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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
2026-01-16
2026-01-13
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