Senior Private Wealth Planner: Holistic Financial Plans

Aumni; United States; On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Vice President, Private Wealth Planner to partner with clients and a service team to craft detailed comprehensive financial plans using Wealth Plan software. You will guide discovery and deliver reports focused on goals and asset allocation.

You will educate the team on wealth planning value, develop business with new and existing clients, and travel across branches as needed. Strong planning knowledge and fiduciary approach are essential.

Qualifications

• Five+ years of experience in financial services, including financial planning and retirement strategies.
• Degree and CFP or equivalent required.
• Ability to translate complex planning concepts for clients.
• Strong communication and high ethics.

Responsibilities

• Provide unbiased comprehensive financial planning to clients and prospects.
• Educate team on wealth planning value and develop new business opportunities.
• Engage clients in planning across tax, trusts, retirement, education, and philanthropy.
• Present plans in clear, conversational manner.
• Travel among branches as needed.

Skills

Financial planning

CFP

Client relationship

Emotional intelligence

Retirement planning

Education

Bachelor's degree

CFP certification

Tools

Moneyguide Pro

eMoney

WealthBench

Job description

JPMorgan Chase & Co. in the United States seeks a Vice President, Private Wealth Planner to partner with clients and a service team to craft detailed comprehensive financial plans using Wealth Plan software. You will guide discovery and deliver reports focused on goals and asset allocation.

You will educate the team on wealth planning value, develop business with new and existing clients, and travel across branches as needed. Strong planning knowledge and fiduciary approach are essential.