J.P. Morgan Wealth Management- Vice President, Private Wealth Planner
JPMorgan Chase
- Portland, OR
- Permanent
- Full-time
- 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
- 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 Wealth Management Certified Professional (WMCP) designation (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
- 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
- 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
- Securities licenses are a plus but will not initially be required for the position
- Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus