Executive Director, Wealth Client Specialist Greater Los Angeles, CA Area

The Company is seeking a Wealth Client Specialist, Executive Director to join their team. The successful candidate will be a sophisticated wealth expert with a focus on the holistic wealth needs of high net worth and ultra-high net worth individuals and institutions. This role requires extensive experience in wealth management, the ability to provide high-level advice and counsel, and a proven track record in marketing and selling wealth management products and services. The Wealth Client Specialist will be responsible for generating new business, keeping abreast of industry trends, and collaborating with a team of professionals to deliver customized wealth solutions. Applicants must be college graduates with at least 7 years of industry experience, hold Series 7, 63, and 65 and insurance licenses, and possess a sound knowledge base in areas such as investing, trust and estates, financial planning, insurance, alternative investments, family wealth, and tax considerations. The role demands a self-confident, proactive professional with excellent communication and presentation skills, capable of working autonomously and with people at all levels of the organization. While not mandatory, a CFP or CFA designation is a plus, and an advanced degree is preferred. The position is subject to a review of criminal conviction history, in accordance with the Federal Deposit Insurance Act.

Hiring Company

JPMorgan Chase & Co.