JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist
$157K–$285K
Los Angeles, CA · Director · Full-time · Posted Oct 12, 2026
- Experience
- 7+ years of industry experience.
- Education
- College graduate.
About the job
Generates new wealth-management business by advising high-net-worth and ultra-high-net-worth prospects and clients, recommending tailored solutions, and partnering with bankers and wealth advisors.
What you'll do
- Identify and prioritize new wealth relationship opportunities with bankers and wealth advisors.
- Provide initial wealth-management counsel and recommend customized solutions and appropriate teams.
- Generate new assets under management through a focused sales process and stay current on wealth-management trends.
What they ask for
- Series 7, 63, and 65 and insurance licensed.
- College graduate.
- Proven ability to market and sell wealth-management products and services to high-net-worth and ultra-high-net-worth clients.
- Sound knowledge of investing, trusts and estates, financial planning, insurance, alternative investments, family wealth, and tax considerations.
Nice to have
- Advanced degree.
- CFP or CFA designation.
Pay
USD 157,000.00-$285,000.00 base salary
Model-written summary · the original posting is authoritative