Senior Private Wealth Planner - Holistic Wealth Strategy

Testing Site - JPMC; Miami (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

J.P. Morgan Private Wealth Planner role sits within the Wealth Planning and Advice team, partnering with advisors and clients to deliver holistic, goals-based planning across asset allocation, trusts and estates, taxes, insurance, retirement, and education.

You will guide discovery and present reports that align with clients’ goals. Using Wealth Plan software, you will educate the integrated team about the value of Wealth Planning and drive opportunities to engage with new and existing clients

Qualifications

• Five plus years of experience 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 and build trust with affluent clients.

Responsibilities

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale.
• Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP acts as the linchpin for holistic planning.
• Engage with clients in financial planning, tax basics, trusts and estates, retirement, and asset allocation.

Skills

Financial planning

Goals-based investing

Communication

Client engagement

Team collaboration

Education

Bachelor's degree

CFP certification

Tools

Moneyguide Pro

eMoney

Wealth Bench

Job description

J.P. Morgan Private Wealth Planner role sits within the Wealth Planning and Advice team, partnering with advisors and clients to deliver holistic, goals-based planning across asset allocation, trusts and estates, taxes, insurance, retirement, and education.

You will guide discovery and present reports that align with clients’ goals. Using Wealth Plan software, you will educate the integrated team about the value of Wealth Planning and drive opportunities to engage with new and existing clients