Senior Private Wealth Planner: Holistic Goals Advisory

Next Frontier Capital; Bellevue (WA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Private Wealth Planner (VP) within Wealth Planning and Advice partners with advisors and clients to deliver holistic, goals-based planning as part of the Planning Center of Excellence.

You will have deep knowledge in investment, tax, trusts, and estate planning while guiding clients through asset allocation and wealth management solutions. The role requires strong communication, ability to translate complex concepts, and willingness to travel among branches to serve JPMorgan Private

Qualifications

• Five+ years in financial services including financial planning and retirement strategies.
• Bachelor's degree and CFP or equivalent required.
• Ability to communicate planning concepts in simple terms to clients.

Responsibilities

• Provide unbiased customized wealth and financial planning advice at scale.
• Educate and coordinate with the integrated team to deliver holistic planning.
• Engage with clients in planning, tax, trust, estate, retirement, education, and philanthropy.
• Present financial plans in a clear, conversational manner.
• Travel among branches and offices as needed.

Skills

Five+ years experience in financial|

Goals-based planning

Strong listening skills

High EQ

Ability to explain complex concepts

Travel willingness

Education

Bachelor's degree and CFP or equivalent

Tools

Moneyguide Pro

eMoney

Wealth Bench

Job description

J.P. Morgan Private Wealth Planner (VP) within Wealth Planning and Advice partners with advisors and clients to deliver holistic, goals-based planning as part of the Planning Center of Excellence.

You will have deep knowledge in investment, tax, trusts, and estate planning while guiding clients through asset allocation and wealth management solutions. The role requires strong communication, ability to translate complex concepts, and willingness to travel among branches to serve JPMorgan Private