JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist
$147K–$260K
Chicago, IL · Director · Full-time · Posted Oct 7, 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 solutions, and collaborating with bankers and wealth advisors; the role has no ongoing client-book management responsibilities.
What you'll do
- Identify and prioritize prospects with bankers, and engage wealth advisors to deepen existing relationships.
- Provide initial wealth counsel and recommend tailored solutions and the appropriate team.
- Generate new assets under management through sales and business-development efforts; stay current on wealth-management trends.
What they ask for
- Series 7, 63, and 65 and insurance licensed.
- 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
$147,000.00-$260,000.00 (base salary)
Model-written summary · the original posting is authoritative