Senior Wealth Strategist for HNW/UHNW Client Growth

JPMorgan Chase & Co. seeks a Client Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates have 7+ years of industry experience, hold Series 7, 63, and 65 licenses, and possess strong communication skills. This position combines new business generation with the potential for impactful client relationships.
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