VP, Private Wealth Planner - Holistic Financial Strategy

JPMorgan Chase; Chicago (IL); On-site; USD 125,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence, providing direct guidance to J.P.

Morgan Private Clients. The Private Client experience at J.P.

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 understand clients' financial situations and communicate planning concepts clearly.
• Willingness to travel regularly among offices in the region.
• Proven ability to drive business results with retirement and estate planning knowledge.

Responsibilities

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale.
• Educate the integrated team about Wealth Planning value and act as linchpin for holistic planning.
• Engage with clients in financial planning, tax, trust and estate planning, retirement, education, and philanthropy.
• Structure and present financial plans in a clear, conversational manner.
• Travel among branches and offices as needed.
• Work with the integrated team to develop business opportunities with new and existing clients.
• Promote Wealth Planning capabilities to outside centers of influence such as accountants and attorneys.

Skills

Financial planning

Client needs analysis

Communication skills

Ethical standards

Team collaboration

Travel willingness

Education

Bachelor's degree

CFP certification

Tools

Moneyguide Pro

eMoney

Wealth Bench

Job description

J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence, providing direct guidance to J.P.

Morgan Private Clients. The Private Client experience at J.P.