U.S. Private Bank - Wealth Strategist - Executive Director
On-site · Boston, Massachusetts, United States
Job Summary
Wealth Strategist responsible for delivering the firm’s wealth planning resources to clients and prospective clients, collaborating with advisors to develop business opportunities, presenting Wealth Strategy and Advice materials in a clear, conversational manner, coaching advisors to lead Wealth Strategy engagements, and supporting high net worth client engagements across the East Region. Must be comfortable working with high net worth and ultra-high net worth individuals/families, possess deep financial planning knowledge (retirement, investments, tax, wealth transfer), and hold required financial licenses with willingness to obtain additional licenses within 90 days. Strong presentation and coaching capabilities, client-facing skills, and ability to travel regularly are required.
Required Qualifications
- Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
- Bachelor’s degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
- Strong financial planning knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements
- Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
- Willingness to travel regularly throughout J.P. Morgan Private Bank’s East Region
Desired Qualifications
- Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
- Bachelor’s degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
- Strong financial planning knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements
- Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
- Willingness to travel regularly throughout J.P. Morgan Private Bank’s East Region
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