J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
On-site · Chicago, Illinois, United States
Job Summary
J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management’s Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients. Responsibilities include providing unbiased customized wealth and financial planning advice to clients at scale, educating the integrated team about Wealth Planning value, engaging clients in planning across retirement, tax, trusts and estates, education, philanthropy, and risk management, structuring and presenting financial plans in an understandable way, and traveling among branches and offices as needed. The candidate should communicate planning concepts clearly, work with affluent to ultra-high net worth clients, and develop opportunities with new and existing clients. Travel between branches/offices is required. Preferred qualifications include Series 7 and 66 (or ability to obtain), strong presentation skills, proficiency with Microsoft Office, and familiarity with planning software such as Moneyguide Pro, eMoney, or Wealth Bench.
Required Qualifications
- Bachelor's degree and CFP or equivalent required
- 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
- 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
- Ability to comfortably use numbers to provide guidance to clients in a compelling manner
- 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
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