VP, Private Wealth Planning: Holistic Wealth Strategy

Fairygodboss; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Vice President, Private Wealth Planner to deliver comprehensive financial plans for high‑net‑worth clients and prospects, coordinating with an integrated client service team and using Wealth Plan software to produce goal‑driven reports.

You will educate partners on Wealth Planning value, develop opportunities with new and existing clients, and travel among branches as needed.

Qualifications

• Five plus years of experience in financial services including financial planning and retirement strategies.
• Bachelor's degree and CFP (or equivalent) credential.
• Strong communication skills and high emotional intelligence.
• Ability to translate complex planning concepts into simple guidance.
• Willingness to travel among branches and offices.

Responsibilities

• Provide unbiased wealth and financial planning advice to high‑net‑worth clients and prospects.
• Collaborate with the integrated client service team to deliver holistic plans.
• Use Wealth Plan software to generate reports aligned with clients' goals.
• Educate Partners on the value of Wealth Planning and develop business opportunities.
• Present plans clearly and manage ongoing client relationships.

Skills

Financial planning

Client advisory

Communication skills

Travel willingness

Team collaboration

Education

Bachelor's degree

CFP certification

Tools

Moneyguide Pro

eMoney

WealthBench

Job description

JPMorgan Chase & Co. in San Francisco seeks a Vice President, Private Wealth Planner to deliver comprehensive financial plans for high‑net‑worth clients and prospects, coordinating with an integrated client service team and using Wealth Plan software to produce goal‑driven reports.

You will educate partners on Wealth Planning value, develop opportunities with new and existing clients, and travel among branches as needed.