JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist
$157K–$285K
New York, NY · Director · Full-time · Posted Sep 23, 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 clients and prospects, recommending tailored solutions, and collaborating with bankers and wealth advisors.
What you'll do
- Identify opportunities for new wealth relationships and help deepen existing ones.
- 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 licenses and insurance license.
- College graduate with 7+ years of industry experience.
- Proven ability to market and sell wealth-management 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
New York,NY $157,000.00-$285,000.00 USD base salary
Model-written summary · the original posting is authoritative