JPMC
The Wealth Advisor role within JPMorgan Private Bank's International Wealth Advisory team focuses on enhancing the value proposition for high-net-worth clients by assisting them with tax, estate planning, immigration, and asset protection. This position involves identifying client needs and implementing solutions using trusts, foundations, and other financial tools in partnership with internal and external experts. The role requires collaborating with bankers to support business development and manage complex structuring projects.
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
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role