VP, Private Wealth Planner — Holistic Wealth Strategy

J.P. Morgan; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan is seeking a Vice President, Private Wealth Planner who will provide comprehensive financial planning services. This role involves using proprietary Wealth Plan software to guide clients through financial strategies with a focus on their asset allocation and goals.

The ideal candidate should possess strong expertise in financial planning, along with excellent communication and interpersonal skills. The position offers a competitive rewards package and strong growth opportunities.

Qualifications

• 5+ years of experience in financial services including financial planning.
• Ability to communicate planning concepts simply.
• Proven track record in partnering with professional advisors.

Responsibilities

• Provide customized wealth and financial planning advice.
• Educate the team on Wealth Planning's value.
• Engage clients in various planning areas.

Skills

Financial planning

Client engagement

Asset allocation

Listening skills

Business development

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Wealth Plan software

Microsoft Office

Job description

J.P. Morgan is seeking a Vice President, Private Wealth Planner who will provide comprehensive financial planning services. This role involves using proprietary Wealth Plan software to guide clients through financial strategies with a focus on their asset allocation and goals.

The ideal candidate should possess strong expertise in financial planning, along with excellent communication and interpersonal skills. The position offers a competitive rewards package and strong growth opportunities.