Overview In this role you partner with advisors and clients to deliver holistic, goals-based financial planning as part of the Planning Center of Excellence. You guide Private Clients through discovery, crafting detailed plans that align asset allocation with goals. You act as a linchpin in the integrated client service team, translating complex concepts into simple guidance and driving opportunities with new and existing clients.
Compensation / Benefits- base salary
- potential commission or incentive compensation
- comprehensive health care coverage
- retirement savings plan
- backup childcare
- tuition reimbursement","mental health support" ,
Responsibilities- Provide unbiased customized wealth and financial planning advice at scale
- Educate the integrated team on the value Wealth Planning brings to client relationships
- Engage with clients in planning across tax, trusts & estates, retirement, education, philanthropy, risk management, and asset allocation
- Structure and present financial plans in a simple, conversational manner
- Promote knowledge of JP Morgan capabilities to outside centers of influence (accountants and attorneys)
- Collaborate with the team to develop business opportunities with new and existing clients
- Travel among branches and offices as needed
Key requirements- Five plus years of experience in financial services including financial planning, goals-based investing, advisory roles at broker-dealer, RIA or private bank, and retirement strategies
- Bachelor's degree and CFP or equivalent
- Ability to understand clients' financial situations and communicate with high emotional intelligence
- Proven ability to drive business results with retirement, education, philanthropic planning, and asset allocation knowledge
- Strong self-motivation and ability to collaborate with market leaders without daily supervision
- Comfort with data and numbers to guide clients in a compelling way
- Proven track record partnering with professional advisors (CPAs or T&E attorneys)
- Strong knowledge of retirement, cash flows, and goals-based planning
- High ethical standards and client-centric integrity
- Willingness to travel regularly among offices in the region
- Strong listening skills
- High emotional intelligence (EQ)
- Excellent written and verbal communication
- Moneyguide Pro
- eMoney
- Wealth Bench
