Senior Private Wealth Planner for Private Clients

JPMorganChase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Diversity and inclusion initiatives

Equal Opportunity Employment

Job summary

JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team.

The ideal candidate will have extensive experience in financial services and strong communication skills. Traveling among branches is expected.

This position offers a dynamic environment where you can leverage your financial expertise to help clients achieve their goals.

Qualifications

• 5+ years of experience in financial services.
• Strong interpersonal skills with high emotional intelligence.
• Ability to convey complex financial concepts simply.

Responsibilities

• Provide customized wealth and financial planning advice.
• Educate the team about Wealth Planning's value.
• Engage with clients on financial planning and asset management.

Skills

Financial planning

Goals-based investing

Client communication

Asset allocation

Retirement strategies

Estate planning

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Microsoft Office Suite

Moneyguide Pro

eMoney

Job description

JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team.

The ideal candidate will have extensive experience in financial services and strong communication skills. Traveling among branches is expected.

This position offers a dynamic environment where you can leverage your financial expertise to help clients achieve their goals.