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

Job Responsibilities

Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP will act as the linchpin to allow J.P. Morgan to provide clients with holistic financial planning advice to better serve their needs
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

Required Qualifications, Capabilities, And Skills

• 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
• Deliver a distinctive and thoughtful experience aimed at providing appropriate advice for each client situation in a way that secures confidence and new business and drives results
• 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

Preferred Qualifications, Capabilities, And Skills

• Series 7 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