VP, Private Wealth Planner — CFP, Holistic Planning

TwinThread; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Join J.P. Morgan Wealth Management as a Vice President - Private Wealth Planner, where you will provide expert financial planning to clients. Collaborate with a client service team using proprietary software to deliver customized plans, ensuring clients achieve their financial goals.

This role demands over 5 years of financial services experience and a CFP certification. Exceptional communication skills and the ability to engage with high-net-worth clients are essential. Travel between locations may be required.

Qualifications

• 5+ years of experience in financial services, preferably in high-net-worth solutions.
• Strong communication skills and high EQ.
• Experience with retirement strategies and asset allocation.

Responsibilities

• Provide customized wealth and financial planning advice to clients.
• Engage clients in various financial planning areas.
• Structure and present financial plans simply.

Skills

Financial planning

Goals-based investing

Listening skills

Working with clients

Understanding financial situations

Team collaboration

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Financial planning software

Microsoft Office

Job description

Join J.P. Morgan Wealth Management as a Vice President - Private Wealth Planner, where you will provide expert financial planning to clients. Collaborate with a client service team using proprietary software to deliver customized plans, ensuring clients achieve their financial goals.

This role demands over 5 years of financial services experience and a CFP certification. Exceptional communication skills and the ability to engage with high-net-worth clients are essential. Travel between locations may be required.