J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist

JPMorganChase; Los Angeles (CA); On-site; USD 125,000 - 150,000; Full time

Job summary

A leading financial services firm seeks a Vice President Private Wealth Planner in Los Angeles. This role involves providing comprehensive financial planning services to high-net-worth clients, utilizing proprietary software to guide them through personal financial strategies. The successful candidate will have a strong background in financial services, excellent communication skills, and strive to deliver a superior client experience while working collaboratively with a knowledgeable team.

Qualifications

• 5+ years experience in financial planning and advisory.
• Excellent communication and presentation skills.
• Ability to engage with affluent clients.

Responsibilities

• Provide customized wealth planning advice to clients.
• Educate integrated teams in wealth planning's value.
• Travel among branches and offices as needed.

Skills

Financial Planning

Listening Skills

EQ

Client Engagement

Communication

Business Development

Education

Bachelors Degree

CFP or WMCP Designation

Tools

Wealth Planning Software

Microsoft Office Suite

Financial Planning Software

Job description

The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive expert planning. The Private Wealth Planner (PWP) role is central to this working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgans proprietary Wealth Plan software the PWP guides clients through a discovery process providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a J.P. Morgan Private Client marking the initial engagement of bank-only clients with Wealth Management.

As a Vice President Private Wealth Planner within J.P. Morgan Wealth Management you will engage with clients and prospective clients who express interest in having a financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services. Your role will involve using J.P. Morgans proprietary Wealth Plan software to provide reports that help clients focus on successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing clients. This role requires travel among branches and offices as needed.

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning including asset and liability management asset allocation diversification basic trusts & estates basic individual tax rules (both transfer and income taxes) insurance long-term care philanthropy college savings retirement and cash flow planning. Knowledge of issues relating to securities-based compensation (restricted stock employee stock options performance share units etc.) pre-liquidity planning and concentrated position management (such as 10b5-1 plans derivative-based transactions and exchange funds) is a plus but is not necessary for the role.

To be successful in this role the individual must be able to communicate planning concepts in a simple non-technical way andmust be comfortable working with individuals and families ranging from affluent to high- and ultra-high net worth. The successful individual should approach clients with a goal-oriented approach; to that end the individual will need to learn about the various products and platforms (investment insurance charitable educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

The candidate will cover a region within Private Client which will include at least one preferred branch as well as at least one office.

Job Responsibilities :

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
• Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP will act as the linchpin to allow J.P. Morgan to provide clients with holistic financial planning advice to better serve their needs
• Engage with clients in financial planning basic tax trust and estate planning retirement educational and philanthropic planning risk management and asset allocation.
• Structure and present financial plans / presentations in a simple to understand conversational manner
• Promote J.P. Morgans knowledge and sophistication to outside centers of influence primarily accountants and attorneys
• Work with the integrated team to develop business opportunities with new and existing clients
• Travel among branches and offices as needed

Required qualifications capabilities and skills

• Five plus years of experience in financial services including but not limited to financial planning goals-based investing financial advisory at a broker-dealer RIA and / or a private bank affluent / high-net-worth solutions and retirement strategies
• Bachelors degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required
• Ability & experience in understanding clients financial situations and personal circumstances; strong listening skills and high EQ
• Deliver a distinctive and thoughtful experience aimed at providing appropriate advice for each client situation in a way that secures confidence and new business and drives results
• Proven ability to drive business results with a broad background in retirement solutions educational and philanthropic planning general investment matters and asset allocation working knowledge of credit and applicable trust and estate planning issues
• Strong self-motivator and who can work closely with market leaders & practice partners without daily contact with ones direct manager
• Ability to comfortably use numbers to provide guidance to clients in a compelling manner
• Proven track record of partnering with professional advisors (such as CPAs or T&E attorneys)
• Strong financial planning knowledge in regards to retirement cash flows goalsbased planning
• Individual with high ethical standards who never sacrifices integrity and works in the clients best interest
• Willingness to travel regularly among offices and branches in the region

Preferred qualifications capabilities and skills

• Series7 and 65 required upon hire or must successfully obtain within 120 days from start date : Change to 90 days
• Strong presentation skills in one-on-one and group meetings
• Strong working knowledge of Microsoft Office suite
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service
• Securities licenses are a plus but will not initially be required for the position
• Experience working with financial planning software such as Moneyguide Pro eMoney or Wealth Bench is a plus

FEDERAL DEPOSIT INSURANCE ACT :

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.

Required Experience :

Chief

Key Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 95000 - 160000

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