Senior Private Wealth Planner: Holistic Financial Strategy

Testing Site - JPMC; Chicago (IL); Presencial; USD 150.000 - 230.000; Jornada completa

Descripción de la vacante

J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner.

In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning. The Private Wealth Planner will work with an integrated client service team to provide clients with a detailed financial plan, using Wealth Plan software to guide discovery, asset allocation, and implementation across

Formación

• Bachelor's degree in a financial field or related discipline.
• CFP designation or equivalent required.
• Ability to translate complex financial concepts for clients.

Responsabilidades

• Provide unbiased customized wealth and financial planning advice to clients and prospects at scale.
• Educate the integrated team about the value Wealth Planning can bring to relationships.
• Engage with clients in financial planning, tax, trusts/estates, retirement and education planning.
• Structure and present financial plans in a clear, conversational manner.
• Promote knowledge of products and platforms to support client needs.
• Develop business opportunities with new and existing clients.
• Travel among branches and offices as needed.

Conocimientos

Financial planning

Client advisory

Communication skills

High EQ

Educación

Bachelor's degree

CFP certification

Herramientas

Moneyguide Pro

eMoney

Wealth Bench

Descripción del empleo

J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner.

In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning. The Private Wealth Planner will work with an integrated client service team to provide clients with a detailed financial plan, using Wealth Plan software to guide discovery, asset allocation, and implementation across