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Wealth Management Financial Consultant

Executive Director, Private Wealth Strategy

Job in Summit, Union County, New Jersey, 07902, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Wealth Strategist in Summit, New Jersey. This role involves providing tailored wealth planning guidance to clients and collaborating with advisors to enhance business opportunities. The ideal candidate will have over nine years of experience in financial services and strong knowledge in wealth management strategies. Required qualifications include a Bachelor's degree, relevant licenses, and the ability to engage high-net-worth individuals.

This position offers significant client interaction and professional development opportunities.
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