U.S. Private Bank - Wealth Advisor - Executive Director
Content + Source + Freshness • 17 Dec 2025 • 95% confidence
Offer value
High value position with potential for significant client impact and rewarding financial goals, complemented by a strong support network.
- Attractive salary and benefits based on high-net-worth clientele
- Significant opportunities for personal and professional growth
- Engage in strategic financial advisement and wealth management initiatives
- High experience demands in wealth planning services
Pros
- Very competitive salary and bonuses associated with high-net-worth clientele
- Strong collaboration with a team of experienced professionals
- Opportunity to influence personal wealth management and estate planning
Cons
- Requires significant experience (5+ years) in wealth management
- High expectations and performance pressure in servicing elite clients
- Job may involve networking and client acquisition activities
Who it's for
Senior level • Full-time in-office
Good fit
- Senior wealth advisors and financial planners
- Professionals keen on client relationship development
- Those interested in high-stakes financial advisory roles
Not recommended for
- Individuals without relevant wealth management experience
- Candidates uncomfortable with client-facing and sales roles
- Those preferring a low-intensity work environment
Motivation fit
Key skills
About the job
U.S. Private Bank - Wealth Advisor - Executive Director
Job Information
- Job Identification 210676721
- Job Category Wealth Advisory
- Business Unit Asset & Wealth Management
- Posting Date 2025-10-14, 11:45 a.m.
- Locations 4350 Congress St, Charlotte, NC, 28209, US
- Job Schedule Full time
- Job Shift Day
Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients’ estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
Job Responsibilities
- Serve as an advisor to clients on personal planning matters
- Identify opportunities for the Bank to serve in a current or future fiduciary capacity
- Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
- Assist Bankers and other team members in their new business efforts
- Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team’s strategy with respect to PA outreach
- Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
- Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
Required Qualifications, Capabilities, and Skills
- Five plus years of complex estate and wealth planning experience
- Professional designations required: JD
- Recognized expertise in managing the estate planning needs of high-net-worth individuals
- Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
- Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
- Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
- Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
Preferred Qualifications, Capabilities, and Skills
- CPA designation
- Ability to partner with clients’ other advisors (principally their attorneys and accountants)
- Demonstrated understanding of other wealth management disciplines, including investing and credit
- Ability to work in a team-based environment
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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