Senior Private Wealth Planner - Goals-Based Planning

JPMorgan Chase & Co.; Bellevue (WA); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Wealth Planning and Advice seeks a Vice President, Private Wealth Planner to deliver holistic, goals‑based financial planning for Private Clients.

You will guide clients through discovery, use Wealth Plan software, and craft reports on asset allocation, trusts, taxes, education, retirement and cash flow planning with an integrated client service team. You must translate complex planning concepts into clear guidance, work with advisors and families from affluent to

Qualifikationen

• Minimum five years in financial services with wealth planning experience.
• Bachelor's degree and CFP or equivalent are required.
• Strong communication with high EQ and ability to simplify complex concepts.
• Experience working with affluent and UHNW clients and cross‑team collaboration.
• Knowledge of asset allocation, trusts, taxes, and retirement planning.

Aufgaben

• Provide unbiased, goals‑based financial planning to clients.
• Partner with advisors and the integrated team to deliver planning solutions.
• Educate clients on investment, tax, estate, education, and charitable planning.
• Present plans clearly and build long‑term client relationships.
• Travel among branches and offices as needed.

Kenntnisse

Financial planning

Goals-based planning

Client advisory

Asset allocation

Trusts & estates

Tax planning

Interpersonal skills

Ausbildung

Bachelor's degree

CFP certification

Tools

Wealth Plan software

Jobbeschreibung

JPMorgan Chase & Co. in Wealth Planning and Advice seeks a Vice President, Private Wealth Planner to deliver holistic, goals‑based financial planning for Private Clients.

You will guide clients through discovery, use Wealth Plan software, and craft reports on asset allocation, trusts, taxes, education, retirement and cash flow planning with an integrated client service team. You must translate complex planning concepts into clear guidance, work with advisors and families from affluent to