Senior Private Wealth Planner — Holistic Planning Leader

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

JPMorgan Chase & Co. seeks an experienced Vice President, Private Wealth Planner to lead comprehensive financial planning for affluent clients within Wealth Management.

You will collaborate with an integrated client service team and use Wealth Plan software to produce reports aligned with client goals. Responsibilities include educating the team on wealth planning value, guiding clients through complex strategies, and uncovering opportunities with new and existing clients while traveling across

Qualifications

• Five plus years of experience in financial services including financial planning, retirement strategies, and affluent/high-net-worth planning.
• Bachelor's degree and CFP or equivalent required.
• Ability to translate planning concepts clearly to clients and families with varied backgrounds.
• Willingness to travel regularly among branches and offices in the region.

Responsibilities

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients.
• Educate the integrated team about the value Wealth Planning brings to a relationship and act as a linchpin for holistic planning.
• Engage with clients on planning, tax, trusts & estates, retirement, education, and philanthropic planning; manage asset allocation.
• Structure and present financial plans in a clear, conversational manner.
• Develop business opportunities with new and existing clients by showcasing Wealth Planning capabilities.

Skills

Wealth planning

Financial planning

Retirement strategies

Asset allocation

Client relationship management

CFP certification

Communication skills

Education

Bachelor's degree

CFP certification or equivalent

Tools

Moneyguide Pro

eMoney

WealthBench

Job description

JPMorgan Chase & Co. seeks an experienced Vice President, Private Wealth Planner to lead comprehensive financial planning for affluent clients within Wealth Management.

You will collaborate with an integrated client service team and use Wealth Plan software to produce reports aligned with client goals. Responsibilities include educating the team on wealth planning value, guiding clients through complex strategies, and uncovering opportunities with new and existing clients while traveling across