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J.P. Morgan Wealth Management
4 weeks ago
San Francisco, CA, United States JP Morgan Chase Full timeThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
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J.P. Morgan Advisors
1 month ago
San Francisco, United States JPMorganChase Full timeJob Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
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Wealth Management Analyst
6 days ago
San Antonio, Texas, United States Sendero Wealth Management Full timePosition Overview:We are in search of a dedicated financial professional with a profound understanding of market dynamics to join our team as a Senior Financial Analyst. This role is pivotal in assisting our wealth management clients in safeguarding, preserving, and responsibly enhancing their financial assets.Key Responsibilities:Develop and maintain...
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Private Wealth Planner
2 months ago
San Francisco, CA, United States Cedent Consulting Full timeTitle: Private Wealth Planner @ San Francisco, CA. Terms of Hire: Full Time. Job description: Business OverviewClient Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Client Wealth Management is one of the largest businesses of its kind in the world...
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San Antonio, United States JPMorgan Chase & Co. Full timeAt . Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in . Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors...
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J.P. Morgan Wealth Management
3 days ago
San Diego, United States JPMorgan Chase & Co Full timeJob DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...
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J.P. Morgan Advisors
2 months ago
San Francisco, United States JPMorganChase Full timeJob Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
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Financial Wealth Strategist
5 days ago
San Diego, California, United States AlphaCore Wealth Advisory LLC Full timeCompany Overview:AlphaCore Wealth Advisory LLC is a dynamic and rapidly expanding wealth management firm dedicated to providing tailored financial solutions for individuals and families. Our approach is innovative, focusing on personalized strategies that align with our clients' unique goals and aspirations.Role Overview:As a Financial Planner at AlphaCore...
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Morgan Advisors
2 months ago
San Francisco, California, United States JPMorganChase Full timeJob Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...
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J.P. Morgan Wealth Management
1 day ago
San Jose, United States JPMorgan Chase & Co Full timeJob DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...
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Wealth Management Consultant
5 days ago
San Francisco, California, United States Freestone Capital Management Full timeFreestone Capital Management is a premier wealth advisory firm focused on providing outstanding service to our clients. We are in search of a Wealth Management Consultant to assist affluent individuals in realizing their financial aspirations while fostering enduring relationships.About Our Firm:Independent Wealth Advisory: Operating in multiple locations,...
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Wealth Manager
3 months ago
San Francisco, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description:As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. Your role involves understanding clients' financial goals and objectives, assessing their risk tolerance, and developing...
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Wealth Manager
3 weeks ago
San Francisco, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Summary:We are seeking an experienced and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing and growing a portfolio of high-net-worth clients, providing personalized financial advice, and developing strategies to help clients achieve their financial goals. This role requires...
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Wealth Management Sales Director
3 weeks ago
San Francisco, United States Marsh & McLennan Companies Full timeCompany: Mercer Mercer is seeking a Wealth Management Sales Director to join our team. You will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with...
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Senior Wealth Advisor- Schwab Wealth Advisory
4 weeks ago
San Francisco, United States CFA Institute Full timePosition Type: Regular Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's...
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J.P. Morgan Advisors
3 months ago
San Francisco, United States JPMorgan Chase & Co. Full time. Morgan Advisors, the ultra-high net worth division of . Morgan Wealth Management, offers . based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions...
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Senior Wealth Advisor- Schwab Wealth Advisory
2 months ago
San Francisco, California, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax,...
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Wealth Management Executive
5 days ago
San Francisco, California, United States ECG Resources Full timePosition OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our esteemed Private Client division. This role is pivotal in establishing and nurturing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key Responsibilities:Client Engagement:...
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Senior Wealth Management Advisor
5 days ago
San Francisco, California, United States Charles Schwab Full timePosition Type: Regular Your opportunity Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance...
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Manager - Wealth Management (Financial Advisor)
3 weeks ago
San Francisco, United States ASPIRIANT LLC Full timeJob DescriptionJob DescriptionWhat we are looking for – Aspiriant has identified an opportunity within a specific market segment that has proven potential for business growth. Aspiriant has a business plan to approach this segment and develop and maintain long lasting client relationships. The business plan and client relationships are already developed in...
J.P Morgan Wealth Management- Executive Director, Wealth Planner
2 months ago
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.Job Responsibilities:Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topicsServe as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planningPartner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based adviceMaintain up-to-date knowledge of both federal and state tax laws relating to our areas of focusPromote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneysWork with Advisors to develop business opportunities with new and existing clientsProvide unbiased comprehensive and customized wealth planning advice to clients and prospective clientsMust be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plusActively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the fieldTravel to local and out of state branches, as neededRequired qualifications, capabilities, and skills:4-year college degree and either J.D. or LLB7 plus years of practice as a trusts & estates or tax lawyerSelf-starter with natural curiosity for individual planning and peopleExcellent attention to detail with strong written and oral communication skillsStrong team player with a predisposition to service functionAbility to drive business results with broad background in trust and estate planning issuesA strong self-motivated individual who can work closely with Advisors without daily contact with a direct managerStrong presentation skills in one on one and group meetingsExperience and ability in understanding clients’ financial situations and personal circumstanceMust be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interestPreferred qualifications, capabilities, and skills:Series 7 & 66 required (may be fulfilled within 6 months of assuming role)Strong working knowledge of Microsoft Office suiteChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Full timePosting Date: 2024-06-03
