Senior Private Wealth Planner Holistic Financial Planning

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A global financial services firm in San Francisco is seeking a Vice President, Private Wealth Planner to deliver customized financial planning advice and engage with affluent clients. This role requires over five years of financial services experience including asset allocation and retirement strategies. A Bachelor's degree and CFP certification are mandatory. The ability to communicate complex financial concepts simply is essential, alongside a commitment to client service and ethical standards. The position involves collaboration with teams and travel among branches as necessary.

Qualifications

• Five plus years of experience in financial services, including financial planning and high-net-worth solutions.
• Ability and experience in understanding clients' financial situations.
• Strong ethical standards with a focus on clients' best interests.

Responsibilities

• Provide customized wealth and financial planning advice.
• Educate teams about Wealth Planning value.
• Engage clients in various financial planning areas.

Skills

Communication skills

Financial planning

Asset allocation

Listening skills

Relationship building

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Wealth Plan software

Microsoft Office suite

Job description

A global financial services firm in San Francisco is seeking a Vice President, Private Wealth Planner to deliver customized financial planning advice and engage with affluent clients. This role requires over five years of financial services experience including asset allocation and retirement strategies. A Bachelor's degree and CFP certification are mandatory. The ability to communicate complex financial concepts simply is essential, alongside a commitment to client service and ethical standards. The position involves collaboration with teams and travel among branches as necessary.