Wealth Advisor
JPMorganChase • Chicago, IL13d
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U.S. Private Bank – Wealth Advisor – Executive Director or Managing Director
JPMorganChase•Chicago, IL
About The Position
J.P. Morgan’s U.S. Private Bank is seeking a collaborative, confident, and motivated Wealth Advisor to provide clients with a first-class experience. The role helps ensure clients’ estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. The advisor works alongside colleagues across markets, businesses, and functions, and supports coordinated business-development and client-service efforts.
Requirements
- Five or more years of complex estate and wealth planning experience.
- Juris Doctor (JD) required; CPA is a plus.
- Recognized expertise managing the estate-planning needs of high-net-worth individuals.
- Sales experience, including profiling, overcoming objections, negotiating, team selling, closing sales, 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 the ability to apply that knowledge to client-specific planning situations.
- Ability to evaluate clients’ and prospects’ wealth-transfer goals, identify suitable techniques, explain opportunities, and work with clients, prospects, and their other advisors to determine implementation approaches.
Nice To Haves
- CPA designation.
- Ability to partner with clients’ other advisors, principally attorneys and accountants.
- Demonstrated understanding of other wealth-management disciplines, including investing and credit.
- Ability to work in a team-based environment.
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.
- Provide solutions to clients regarding executive compensation, retirement planning, and business succession planning.
- Assist Bankers and other team members in new-business efforts.
- Cultivate relationships with professional advisors, principally attorneys and accountants, and coordinate the team’s strategy for professional-advisor outreach.
- Deliver in-market educational presentations to internal and external audiences, including prospects, clients, and professional advisors.
- Write and review articles for internal and external publication, participate in interviews for trade and general publications and other media, and contribute as a marketer.
- Support coordination of sales efforts among Bankers, Investors, Capital Advisors, and Trust and Estate Officers.
- Evaluate clients’ and prospects’ wealth-transfer goals, identify appropriate techniques, explain planning opportunities, and work with them and their other advisors to determine implementation approaches.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
Ph.D. or professional degree
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