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Financial Consultant Wealth Management

Executive Director, Wealth & Investment Strategy

Job in Summit, Union County, New Jersey, 07902, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a skilled professional in Summit, New Jersey, focused on conducting investment reviews, developing investment policies, and managing complex investment sales. The ideal candidate should hold a Bachelor’s degree and possess over ten years of experience in Private Banking or Financial Services, with Series 7, 66, and Insurance licenses. Responsibilities include advising clients on asset allocation, closing sales, and maintaining excellent client relationships.

Join a prestigious firm to drive investment solutions.
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