VP, Private Wealth Planner — Holistic Financial Planning

Aumni; New York (NY); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

J.P. Morgan Private Wealth Management seeks a Vice President, Private Wealth Planner to deliver holistic financial planning and insights. You will guide clients and the integrated team using Wealth Plan software to build comprehensive plans and help grow client relationships across branches.

You will collaborate with specialists to cover asset allocation, tax, trusts, and charitable planning, traveling to serve diverse client needs and expand business opportunities within the region.

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 a clear, non-technical way and tailor advice to diverse client needs.
• Proven ability to drive business results with retirement, education and estate planning.

Responsibilities

• Provide unbiased customized wealth and financial planning advice to clients and prospects.
• Educate the integrated team about the value Wealth Planning can bring to a relationship.
• Engage with clients in financial planning, tax, trust and estate planning, retirement, and asset allocation.

Skills

Financial planning

Retirement planning

Asset allocation

Client relationship management

Communication

Education

Bachelor's degree

CFP or equivalent

Tools

Moneyguide Pro

eMoney

WealthBench

Microsoft Office

Job description

J.P. Morgan Private Wealth Management seeks a Vice President, Private Wealth Planner to deliver holistic financial planning and insights. You will guide clients and the integrated team using Wealth Plan software to build comprehensive plans and help grow client relationships across branches.

You will collaborate with specialists to cover asset allocation, tax, trusts, and charitable planning, traveling to serve diverse client needs and expand business opportunities within the region.