JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist
$157K–$285K
San Francisco, CA · Director · Full-time · Posted Sep 22, 2026
- Experience
- 7+ years of industry experience.
- Education
- College graduate; advanced degree preferred.
About the job
Generates new wealth-management business by advising high-net-worth and ultra-high-net-worth prospects and clients, recommending solutions, and collaborating with bankers and wealth advisors.
What you'll do
- Identify and prioritize opportunities for new wealth relationships with bankers and engage wealth advisors to deepen existing relationships.
- Provide initial wealth-management counsel, recommend customized solutions, and generate new assets under management.
- Market and sell wealth-management services while keeping abreast of industry trends and strategies.
What they ask for
- Series 7, 63, and 65 licenses and insurance license.
- College graduate.
- Proven ability to market and sell wealth products and services to high-net-worth and ultra-high-net-worth clients.
- Knowledge of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, and tax considerations.
Nice to have
- Advanced degree.
- CFP or CFA designation.
Pay
$157,000.00-$285,000.00 USD base salary
Model-written summary · the original posting is authoritative