- Company: JPMorganChase
- Location: Philadelphia, Philadelphia County
- Full Time
- Philadelphia, Philadelphia County
- Apply on company site
JPMorganChase at a glance
jpmorganchase.com- Founded 1968
- Employees 243000
- Ticker JPM
- Revenue (FY2025) $182.45B
- Net income $57.05B
Investor research: Yahoo Finance · SEC filings
Source: Wikipedia
J.P. Morgan's U.S. Private Bank is seeking a driven, client-focused Wealth Strategist to join our team as an Executive Director in Philadelphia, Philadelphia County. This is a full-time, on-site opportunity to shape sophisticated wealth strategies for some of our most accomplished clients.
About the Role
As a Wealth Strategist at the Executive Director level, you will deliver a premier advisory experience to clients of J.P. Morgan's U.S. Private Bank in Philadelphia. We are searching for individuals who bring confidence, collaboration, and genuine motivation to every client relationship. If you have an entrepreneurial outlook and a desire to continually push your own limits, you will find a natural home here.
Key Responsibilities
- Partner with high-net-worth and ultra-high-net-worth clients to craft tailored wealth planning strategies.
- Provide a first-class, white-glove client experience aligned with the standards of the U.S. Private Bank.
- Collaborate closely with talented colleagues across the firm to coordinate integrated financial solutions.
- Apply an entrepreneurial, solutions-oriented mindset to complex client objectives.
- Build and deepen long-term client relationships rooted in trust and expertise.
Qualifications
- Demonstrated experience advising sophisticated clients within private banking, wealth management, or a related field.
- A collaborative, confident, and self-motivated working style.
- An entrepreneurial mindset paired with a drive to continually challenge yourself.
- The ability to thrive alongside a high-performing, multidisciplinary team.
- A commitment to delivering an exceptional client experience.
About JPMorganChase
JPMorganChase is a leading global financial services firm, and its U.S. Private Bank serves clients with bespoke wealth strategies and dedicated advisory support. Joining our Philadelphia team means working with accomplished professionals who share a passion for excellence and client success.
How to Apply
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Explore JPMorganChase online
What people say about JPMorganChase
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Recent news
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Aggregated from public discussions and news; opinions are the authors’ own.
Working in Philadelphia, Philadelphia County
Weather right now in Philadelphia, Philadelphia County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:
Pennsylvania, officially the Commonwealth of Pennsylvania, is a state located in the Mid-Atlantic, Northeastern, Appalachian, and Great Lakes regions of the United States. It borders Delaware to its southeast, Maryland to its south, forming the Mason-Dixon Line, West Virginia to its southwest, Ohio to its west, the Canadian province of Ontario to its northwest via Lake Erie, New York to its north,
Nearby history: Land Title Building, listed 1978 (225m away) — via National Register of Historic Places
Typical climate: average high 65°F / low 49°F year-round (summers around 86°F, winters around 30°F) — via NOAA 1991-2020 Normals
- Elevation 53m (174 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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