Account Executive Jobs at JPMorganChase with Visa Sponsorship
Account Executive roles at JPMorganChase sit at the intersection of client relationship management and financial services, covering everything from commercial banking to treasury solutions. JPMorganChase has a consistent track record of supporting international talent through visa sponsorship across multiple nonimmigrant and immigrant pathways for this function.
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Get Access To All JobsJOB DESCRIPTION
The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management. You will address clients’ wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients’ wealth and planning needs.
Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Existing wealth clients
- Your own business development efforts
In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients. Your focus will be generating new business. You will not have a “book” of clients or ongoing relationship management responsibilities.
Job Responsibilities
- Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
- Engage with Wealth Advisors on deepening existing wealth relationships
- Deliver initial wealth management counsel to prospects and clients recommend customized wealth solutions and the right team to serve their needs
- Generate new assets under management through a focused sales process
- Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
- Series 7, 63, and 65 and insurance licensed
- College graduate with 7+ years of industry experience
- Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
- Excellent written and verbal communication and presentation skills
Preferred qualifications, capabilities, and skills
- Advanced Degree Preferred
- CFP or CFA designation a plus
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
JOB DESCRIPTION
The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management. You will address clients’ wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients’ wealth and planning needs.
Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Existing wealth clients
- Your own business development efforts
In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients. Your focus will be generating new business. You will not have a “book” of clients or ongoing relationship management responsibilities.
Job Responsibilities
- Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
- Engage with Wealth Advisors on deepening existing wealth relationships
- Deliver initial wealth management counsel to prospects and clients recommend customized wealth solutions and the right team to serve their needs
- Generate new assets under management through a focused sales process
- Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
- Series 7, 63, and 65 and insurance licensed
- College graduate with 7+ years of industry experience
- Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
- Excellent written and verbal communication and presentation skills
Preferred qualifications, capabilities, and skills
- Advanced Degree Preferred
- CFP or CFA designation a plus
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 59+ Account Executive at JPMorganChase jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Account Executive at JPMorganChase roles.
Get Access To All JobsTips for Finding Account Executive Jobs at JPMorganChase Jobs
Align your credentials to specialty occupation standards
Account Executive roles at a firm like JPMorganChase typically require a bachelor's degree in finance, business, or a related field. Make sure your transcripts and any foreign credential evaluations clearly document that specific degree-to-role alignment before you apply.
Target JPMorganChase's commercial and corporate banking lines
Account Executive openings at JPMorganChase are concentrated in commercial banking, treasury services, and middle-market lending. Filtering by these business lines when you search surfaces the postings most likely to sit within teams that have sponsored international candidates before.
Clarify visa type eligibility before your first interview
JPMorganChase sponsors H-1B, E-3, and H-1B1 visas for qualifying roles. If you hold Australian or Chilean or Singaporean citizenship, flag your eligibility for the E-3 or H-1B1 pathway early so recruiters route your file to the right internal immigration team.
Understand where the H-1B cap affects your timeline
If you need a new H-1B and aren't currently in cap-exempt status, registration opens in March and the lottery result determines your October 1 start date. Build that gap into your negotiation so your expected start date is realistic for both sides.
Use Migrate Mate to find open Account Executive roles at JPMorganChase
Searching for sponsorship-confirmed roles across a firm this large can bury you in irrelevant postings. Migrate Mate filters JPMorganChase openings by visa type so you can go straight to Account Executive positions where sponsorship is on the table.
Confirm PERM eligibility if you're pursuing a Green Card
JPMorganChase sponsors EB-2 and EB-3 immigrant visa categories, which typically require a PERM labor certification filed with the DOL. Ask your recruiter whether the specific Account Executive role you're targeting qualifies, since PERM eligibility depends on the job description, not just your title.
Account Executive at JPMorganChase jobs are hiring across the US. Find yours.
Find Account Executive at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Account Executives?
Yes, JPMorganChase sponsors H-1B visas for Account Executive roles where the position qualifies as a specialty occupation. Sponsorship is handled through their internal immigration team in coordination with outside counsel. Because H-1B approval depends on both the job description and your specific background, it's worth confirming the role's specialty occupation classification with the recruiter before accepting an offer.
Which visa types does JPMorganChase commonly sponsor for Account Executive roles?
JPMorganChase sponsors H-1B, E-3, and H-1B1 visas for nonimmigrant work authorization, along with EB-2 and EB-3 immigrant visa categories for candidates pursuing a Green Card. Australian citizens are eligible for the E-3 pathway, which has no lottery and a faster processing timeline. Singaporean and Chilean FTA professionals may qualify for the H-1B1, which is also cap-exempt from the annual H-1B lottery.
What qualifications and experience are expected for Account Executive roles at JPMorganChase?
JPMorganChase Account Executive roles in commercial and corporate banking typically require a bachelor's degree in finance, business administration, economics, or a closely related field, combined with client-facing sales or relationship management experience. Candidates with a background in treasury solutions, lending, or financial products are well positioned. Industry-specific licensing such as Series 7 or Series 63 may also be required depending on the specific business line.
How do I apply for Account Executive jobs at JPMorganChase?
You can apply directly through JPMorganChase's careers portal, but filtering for roles that explicitly support visa sponsorship is difficult there. Migrate Mate surfaces open Account Executive positions at JPMorganChase that are tied to confirmed sponsorship activity, which saves time if you need work authorization. When you apply, tailor your resume to the specific business line and be prepared to confirm your visa status early in the recruiter screening call.
How do I plan around the H-1B lottery timeline when targeting a role at JPMorganChase?
USCIS opens H-1B registration in March each year, with lottery results typically announced by late March or April. Employment for selected candidates can begin October 1 at the earliest. If you're targeting an Account Executive role at JPMorganChase and need a new H-1B, discuss this timeline with your recruiter during the offer stage so both sides can agree on a realistic start date that fits within the cap schedule.
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