J.P. Morgan Wealth Management - Vice President, Private Wealth Planner

About the role

J.P. Morgan Wealth Management is seeking a Vice President, Private Wealth Planner to join the Wealth Planning and Advice team. This high-impact role involves partnering with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence.

Responsibilities

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
• Collaborate with the integrated team to educate clients about the value of Wealth Planning
• Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation
• Structure and present financial plans/presentations in a simple to understand conversational manner
• Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
• Work with the integrated team to develop business opportunities with new and existing clients
• Travel among branches and offices as needed

Requirements

• Five plus years of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies
• Bachelor's degree and Certified Financial Planner (CFP) or equivalent required
• Ability & experience in understanding clients' financial situations and personal circumstances; strong listening skills and high EQ
• Proven ability to drive business results with a broad background in retirement solutions, educational and philanthropic planning, general investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues
• Strong self-motivator and who can work closely with market leaders & practice partners without daily contact with one's direct manager
• Proven track record of partnering with professional advisors (such as CPAs or T&E attorneys)
• Strong financial planning knowledge in regards to retirement, cash flows, goals-based planning
• Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
• Willingness to travel regularly among offices and branches in the region

Qualifications

• Series7 and 66 required upon hire or must successfully obtain within 90 days from start date
• Strong presentation skills in one-on-one and group meetings
• Strong working knowledge of Microsoft Office suite
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service
• Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus