J.P. Morgan Advisors - Wealth Planner - San Francisco, CA

About the role

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Wealth Planner within J.P. Morgan Advisors, you will work in close partnership with Financial Advisors to build financial strategies and plans that align with clients' unique goals and personal values.

Responsibilities

• Effectively build strong trust with clients through client profiling and an empathetic connection and proactively identify and deliver appropriate solutions that address the needs of our clients
• Create, lead and implement the strategy to effectively uncover client's ideal financial goals
• Support the overall business development strategy as it relates to goals-based planning
• Gather in-depth information to create financial plans through a holistic approach, utilizing the client's financial data to create possible solutions to meet goals
• Establish strong relationships with the client's financial team of advisors (Centers of Influence)
• Schedule and prepare for client meetings, lead client meetings by offering recommendations and presenting the goals-based financial plan
• Proactively review client plans and make appropriate changes on a regular basis and identify new opportunities
• Identify changes to the plan and confirm agreement with clients
• Onboard clients with the firm's financial planning software and tools and utilize these tools effectively to monitor and adjust financial plans

Requirements

• 5+ years' experience in the Financial Services industry
• FINRA Series 7 and 66 licenses required
• Bachelor's degree required
• Certified Financial Planner designation required
• Proven ability to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred Qualifications

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint, and Excel

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include:

• Comprehensive health care coverage
• On-site health and wellness centers
• A retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions—all while ranking first in customer satisfaction.