Job DescriptionAs 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. The ideal candidate has a strong understanding of building financial strategies and plans that aligns with clients' unique goals and personal values.
Job Responsibilities- Effectively build strong trust with clients through client profiling and an empathetic connection and proactively identify and delivery 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 plan 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
Required qualifications, capabilities, and skills:- 5 plus years' experience in 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, capabilities, and skills:- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 and more. Additional details about total compensation and benefits will be provided during the hiring process.
About the Team
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.
