J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
On-site · Pinecrest, Florida, United States
Job Summary
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. Travel among branches and offices as needed.
Required Qualifications
- Bachelor's degree
- Certified Financial Planner (CFP) or equivalent
- Fluent in English and Spanish
- Five+ years of experience in financial services including financial planning, retirement strategies, and wealth management
- Ability to communicate planning concepts clearly to clients and integrated teams
- Willingness to travel regularly among branches and offices
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