Job Description
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Custom Lending Specialist within JP Morgan Chase Wealth Management, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this high-impact, fast-paced role, you will design and deliver custom lending solutions across commercial real estate (CRE), unsecured lending, restricted stock and concentrated equity-related financing, and other tailored specialty structures-helping some of the firm's largest advisors and clients execute complex liquidity and financing obj...
As a Custom Lending Specialist within JP Morgan Chase Wealth Management, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this high-impact, fast-paced role, you will design and deliver custom lending solutions across commercial real estate (CRE), unsecured lending, restricted stock and concentrated equity-related financing, and other tailored specialty structures-helping some of the firm's largest advisors and clients execute complex liquidity and financing obj...