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

The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed.

This holistic planning is a primary benefit of being a J.P. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management.

As a Vice President, Private Wealth Planner in the Wealth Planning and Advice team, 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. In this high‑impact role you will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long‑term care, philanthropy, college savings, retirement, and cash flow planning.

Knowledge of issues relating to securities‑based compensation and pre‑liquidity planning is a plus. The role requires travel among branches and offices as needed, and you must be able to communicate planning concepts in a simple, non‑technical way to clients ranging from affluent to ultra‑high net worth.

• 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; act as the linchpin to provide holistic financial planning advice
• Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, philanthropic, risk management, and asset allocation
• Structure and present financial plans in a conversational manner that is easy to understand
• 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

• Five plus years of experience in financial services, including financial planning, goals‑based investing, financial advisory at a broker‑dealer or RIA, affluent/high‑net‑worth solutions, and retirement strategies
• Bachelor's degree and Certified Financial Planner (CFP) or equivalent required
• Ability to understand clients' financial situations and personal circumstances; strong listening skills and high EQ
• Deliver a distinctive and thoughtful experience that secures confidence, 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, asset allocation, credit and trust & estate planning issues
• Strong self‑motivator who can work closely with market leaders & practice partners without daily contact with a direct manager
• Ability to use numbers to provide compelling guidance to clients
• Proven track record of partnering with professional advisors such as CPAs or tax & estate attorneys
• Strong financial planning knowledge in retirement, cash flows, and goals‑based planning
• High ethical standards and unwavering integrity in the clients' best interest
• Willingness to travel regularly among offices and branches in the region

• Series 7 and 66 required upon hire or successful completion within 90 days
• 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 with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus