JPMorganChase
The Wealth Advisor at J.P. Morgan’s U.S. Private Bank provides first-class client experiences by identifying and meeting estate, income, tax, and philanthropic planning needs. This role involves serving as a trusted advisor on personal planning matters, managing complex wealth planning for high-net-worth individuals, and cultivating relationships with professional advisors. The position requires strong expertise in U.S. and local tax and trust laws to implement effective wealth transfer strategies.
JPMorgan Chase is a leading global financial services firm that provides a full range of banking, investment banking, asset and wealth management, and payments and treasury services to consumers, businesses, governments, and institutions. Its consumer business operates under the Chase brand, offering retail banking, credit cards, mortgages and auto loans, while J.P. Morgan delivers corporate & investment banking, markets, securities services and asset management. Headquartered in New York, the firm combines scale, technology and risk management to serve clients worldwide. It is one of the largest banks by assets and is widely recognized for its capital markets expertise and integrated financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for JPMorganChase.
JPMorganChase didn’t post a salary, so this is our estimate from similar listings.
25% above the average for this role