JPMorgan Chase
U.S. Private Bank – Wealth Advisor – Executive Director or Managing Director
$235K–$350K
Chicago, IL · Director · Full-time · Posted Oct 26, 2026
- Experience
- Five plus years of complex estate and wealth planning experience.
- Education
- JD required.
About the job
Advises U.S. Private Bank clients on estate, tax, income, philanthropic, and other wealth-planning needs, while supporting client relationships and business development.
What you'll do
- Advise clients on personal planning, including estate, executive compensation, retirement, and business succession matters.
- Identify fiduciary opportunities and coordinate planning strategies with clients’ professional advisors and internal teams.
- Support sales and marketing through referrals, presentations, publications, and media interviews.
What they ask for
- Five plus years of complex estate and wealth planning experience.
- JD required; recognized expertise managing estate-planning needs of high-net-worth individuals.
- Sales experience, including profiling, negotiating, team selling, closing, and generating referrals.
- Strong knowledge of U.S. and local transfer tax law, trust law, and individual, fiduciary, corporate, and partnership income tax laws.
Nice to have
- CPA is a plus.
- Ability to partner with clients’ other advisors and understanding of investing and credit.
Pay
$235,000.00-$350,000.00 USD base salary
Model-written summary · the original posting is authoritative