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Wealth Strategy Executive Director, Private Banking
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-05-31
Listing for:
Fairygodboss
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Fairygodboss at J.P. Morgan is seeking a skilled wealth planner in Summit, New Jersey. This role requires strong expertise in financial planning and client engagement, emphasizing collaboration on wealth strategy.
The ideal candidate will have at least nine years of relevant experience and a bachelor's degree, with advanced certifications preferred. Fulfilling responsibilities will involve presenting strategies and training advisors, contributing to client success with high net worth individuals.
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