U.S. Private Bank – Wealth Advisor – Executive Director or Managing Director

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Wealth Advisor, you will help ensure that our clients’ estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. 

 

Job Responsibilities

• Serve as an advisor to clients on personal planning matters
• Identify opportunities for the Bank to serve in a current or future fiduciary capacity
• Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
• Assist Bankers and other team members in their new business efforts
• Personally cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team’s strategy with respect to PA outreach
• As a marketer, deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
• Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
  
   

Required Qualifications, Capabilities, Skills

• Five plus years of complex estate and wealth planning experience
• Professional designations required: JD; CPA is a plus
• Recognized expertise in managing the estate planning needs of high-net-worth individuals
• Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
• Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
• Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
• Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement

Preferred Qualifications, Capabilities, Skills

• Ability to partner with clients’ other advisors (principally their attorneys and  accountants)
• Demonstrated understanding of other wealth management disciplines, including investing and credit
• Ability to work in a team-based environment