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JPMC
The Wealth Strategist role at J.P. Morgan’s U.S. Private Bank focuses on delivering customized wealth planning guidance to help clients identify and achieve their long-term financial goals. This position involves collaborating with advisors to develop business opportunities and advocating for the firm's Wealth Strategy Engagement Model. The role requires deep client discovery and the ability to present complex financial strategies in an accessible manner.
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.
44% above the average for this role