VP, Private Wealth Planner: Holistic Financial Planning

Aumni; United States; Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan is seeking a Vice President, Private Wealth Planner to engage clients in comprehensive financial planning. The role requires a minimum of five years of financial services experience and a Bachelor's degree with CFP certification. The planner will work within a client service team, utilizing proprietary software to create financial plans and educate clients on various investment strategies. The position involves regular travel among branches and offers a competitive salary with extensive benefits.

Qualifications

• Five plus years of experience in financial services.
• Ability to understand clients' financial situations and personal circumstances.
• Strong self-motivator with excellent communication skills.

Responsibilities

• Provide customized wealth and financial planning advice to clients.
• Educate the team about the value of wealth planning.
• Engage in financial planning for diverse client needs.

Skills

Financial planning

Client engagement

Asset allocation

Tax planning

Trusts and estates

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Financial planning software

Wealth Plan software

Job description

J.P. Morgan is seeking a Vice President, Private Wealth Planner to engage clients in comprehensive financial planning. The role requires a minimum of five years of financial services experience and a Bachelor's degree with CFP certification. The planner will work within a client service team, utilizing proprietary software to create financial plans and educate clients on various investment strategies. The position involves regular travel among branches and offers a competitive salary with extensive benefits.