at JPMorgan Chase in Chicago, Illinois, United States
Job Description
Posting Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Strategist you will be responsible for delivering the firm’s Goals-Based Advice (GBA) resources to clients and prospective clients, helping them identify, prioritize and achieve their long term goals. In addition, you will be an internal advocate for the Goals-Based Advice engagement model and all Advice capabilities the Private Bank offers.
Job 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 GBA and Advice materials to guide client and advisor decision making
+ Structure and present Advice presentations in an easily digestible, conversational manner
+ Comfortably work 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 GBA-related client engagements
Required Qualifications, Skills and Capabilities
+ 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 retirement, cash flows, decision making, and goals-based planning
+ Proven track record of partnering with professional advisors (such as CPA’s, Transaction or T&E attorneys)
+ Willingness to travel regularly throughout Region
Preferred Qualifications, Skills and Capabilities
+ 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
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
