Apply Now    

Wealth Management - Private Bank - Wealth Advisor -Vice President/Executive Director - Summit, New Jersey

Req #: 180027857
Location: Summit, NJ, US
Job Category: Asset Management
Potential Referral Amount: 4000 US Dollar (USD)
 
 
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management is made up of the Asset Management and Wealth Management
 
Primary Function
As part of our team of specialists, the Wealth Advisor, through a comprehensive understanding of our clients’ wealth and objectives, helps ensure that their estate, income, tax, philanthropic, and other planning needs are identified and met.  The Wealth Advisor:
  • Serves as an advisor to clients on personal planning matters;
  • Identifies opportunities for the bank to serve in a current or future fiduciary capacity;
  • Serves as a resource for clients needing solutions regarding executive compensation, retirement planning, and  business succession planning;
  • Helps bankers and other team members in their new business efforts;
  • Personally cultivates relationships with professional advisors (PAs), principally attorneys and accountants, and coordinates the team’s strategy with respect to PA outreach;
  • As a marketer, delivers in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), writes and reviews articles for internal and external publication, and is interviewed for articles in trade and general publications, and other media;
  • Supports coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers;
  • Provide training, coaching, and guidance to junior staff.

 

Qualifications
  • 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;
  • Ability to partner with clients’ other advisors (principally their attorneys and  accountants);
  • Highly respected by professional advisor community;
  • Demonstrated understanding of other wealth management disciplines, including investing and credit
  • Ability to work in a team-based environment
 
Position Requirements
  • Minimum 5 years complex estate and wealth planning experience
  • Recognized expertise in managing the estate planning needs of high-net-worth individuals
  • Professional designations required:  JD, New York or New Jersey Bar Admission
  • CPA is a plus

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.