Senior Private Wealth Planner - Financial Guidance

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 120,000 - 200,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner.

You will partner with advisors and clients to deliver holistic, goals-based planning and guidance to Private Clients. Using Wealth Plan software, you will create detailed financial plans covering asset allocation, tax, trusts and estates, education savings, retirement, and philanthropy, with a focus on affluent to ultra-high net worth

Qualifications

• Five+ years of financial services experience including comprehensive planning.
• Bachelor's degree and CFP or equivalent required.
• Ability to translate complex planning concepts for clients.
• Experience with high-net-worth planning and trusts/estates is a plus.
• Familiarity with Wealth Plan software and integration with advisory teams.

Responsibilities

• Provide unbiased financial planning advice to clients at scale
• Collaborate with advisors and private clients to develop comprehensive plans
• Guide asset allocation, tax, retirement, education and philanthropic planning
• Present financial plans in a clear, client-friendly way
• Travel among branches and offices as needed

Skills

CFP certification

Financial planning

Wealth management

Client advisory

Communication skills

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Moneyguide Pro

eMoney

Wealth Bench

Job description

J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner.

You will partner with advisors and clients to deliver holistic, goals-based planning and guidance to Private Clients. Using Wealth Plan software, you will create detailed financial plans covering asset allocation, tax, trusts and estates, education savings, retirement, and philanthropy, with a focus on affluent to ultra-high net worth