U.S. Private Bank - Wealth Strategist - Executive Director - JPMorgan Chase & : Job Details

Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding Work with advisors to develop business opportunities with new and existing clients Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making Present in an easily digestible, conversational manner Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagements Required Qualifications, Skills and Capabilities 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 Bachelors degree requ...Director, Wealth, Strategist, Executive, Financial Planning, Private, Business Services