U.S. Private Bank - Wealth Advisor - Executive Director

Location: New York, NY, United States

Job Family: Wealth Advisory

About the Role

At JP Morgan Chase, we are seeking an exceptional Executive Director to join our U.S. Private Bank as a Wealth Advisor in New York, NY. This role offers a unique opportunity to deliver premiere, holistic financial advisement to ultra-high net worth clients, leveraging the unparalleled resources of one of the world's leading financial institutions. As a key member of our elite wealth advisory team, you will partner with affluent families, executives, and institutions to craft bespoke strategies that encompass investment management, tax optimization, philanthropy, and multi-generational planning. With access to JP Morgan's global network of experts, cutting-edge research, and innovative products, you will play a pivotal role in helping clients navigate complex financial landscapes while upholding our commitment to integrity, excellence, and client-centric service. In this executive-level position, your primary focus will be on building and nurturing deep, trust-based relationships with clients whose assets often exceed $10 million. You will conduct thorough needs assessments, design diversified investment portfolios aligned with risk tolerances and life goals, and coordinate with specialized teams across JP Morgan Chase to provide seamless, integrated solutions. From advising on alternative investments and sustainable finance options to facilitating cross-border wealth transfers, your expertise will ensure clients achieve their financial aspirations while mitigating risks in a volatile economic environment. Success in this role demands a proactive approach to business development, including sourcing new opportunities through referrals and targeted outreach within New York's high net worth community. Joining JP Morgan Chase means becoming part of a prestigious organization renowned for its stability, innovation, and culture of professional growth. As an Executive Director, you will benefit from robust support systems, including advanced technology platforms and ongoing training, to elevate your practice. This position is ideal for seasoned professionals passionate about wealth advisory who thrive in a collaborative, high-performance setting. If you are ready to make a meaningful impact on the financial futures of elite clients while advancing your career at a top-tier firm, we invite you to explore this rewarding opportunity in the heart of New York's financial district.

Key Responsibilities

• Develop and maintain long-term relationships with high net worth clients, providing personalized holistic financial advice tailored to their unique needs
• Collaborate with JP Morgan Chase's cross-functional teams, including investment specialists, tax advisors, and estate planners, to deliver comprehensive wealth management solutions
• Conduct in-depth financial assessments, including portfolio analysis, risk profiling, and goal setting, to create customized investment strategies
• Monitor market trends and economic conditions to proactively adjust client portfolios and mitigate risks
• Identify and pursue new business opportunities within the ultra-high net worth segment, leveraging JP Morgan's global resources
• Ensure compliance with all regulatory requirements, including SEC, FINRA, and internal JP Morgan policies
• Prepare and present detailed financial reports, performance reviews, and strategic recommendations to clients and senior leadership
• Mentor junior advisors and contribute to the development of the U.S. Private Bank team in New York
• Participate in client events, seminars, and networking activities to enhance JP Morgan Chase's brand in the wealth advisory space

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field; advanced degree (MBA, JD, or CFA) strongly preferred
• Minimum of 10+ years of experience in wealth management, financial advisory, or private banking serving high net worth individuals
• Active Series 7, Series 63, and Series 65/66 licenses, or equivalent; ability to obtain within specified timeframe
• Proven track record of managing client portfolios exceeding $50 million in assets under management
• In-depth knowledge of investment strategies, tax planning, estate planning, and risk management in the financial services industry
• Experience with holistic financial planning for ultra-high net worth clients, including family office services

Preferred Qualifications

• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Prior experience at a premier financial institution such as JP Morgan Chase or equivalent
• Strong network within the high net worth community in New York or Northeast region
• Bilingual proficiency in English and another language relevant to client base (e.g., Mandarin, Spanish)

Required Skills

• Expertise in investment portfolio management and asset allocation
• Proficiency in financial modeling and forecasting using tools like Bloomberg or FactSet
• Strong understanding of tax-efficient investing and estate planning strategies
• Excellent client relationship management and communication skills
• Analytical thinking for risk assessment and market analysis
• Knowledge of regulatory compliance in wealth advisory (e.g., SEC, FINRA rules)
• Leadership and team collaboration abilities
• High emotional intelligence for handling high-stakes client interactions
• Proficiency in CRM systems such as Salesforce or JP Morgan's proprietary platforms
• Strategic planning for long-term wealth preservation and growth
• Negotiation skills for complex financial agreements
• Adaptability to evolving financial markets and client needs
• Discretion and ethical judgment in managing sensitive client information

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to client acquisition and retention
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company match and immediate vesting
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement for certifications like CFA or CFP
• Access to JP Morgan's global wellness programs, including mental health support and fitness reimbursements
• Employee stock purchase plan and other financial perks aligned with wealth management expertise

JP Morgan Chase is an equal opportunity employer.