J.P. Morgan Wealth Management Wealth Planner, Outsourced Family Office

JPMorgan Chase & Co.•San Diego, CA

29d

About The Position

J.P. Morgan Advisors, the ultra-high-net-worth division of J.P. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world’s most respected financial firms. Our small size and broad scope allow us to customize solutions for each client’s unique needs. Join our Family Wealth Services team and help ultra-high-net-worth families navigate complex financial needs. This role offers career growth, exposure to sophisticated planning strategies, and the opportunity to build lasting client relationships while leveraging industry-leading resources. Job Summary: As an Outsourced Family Office Wealth Planner for the Family Wealth Services team, you will deliver customized family office solutions to ultra-high-net-worth clients. You will develop comprehensive financial plans, facilitate multigenerational wealth transfer strategies, and maintain strong client relationships. You will collaborate with internal and external partners to ensure accuracy and excellence in service delivery. This role requires technical expertise, strategic thinking, and a commitment to high-touch client service.

Requirements

Bachelor’s degree and either JD, LLB, CPA or CFP
Series 7 and 66 (may be fulfilled within 4 months of assuming role)
Five or more years of practice as a trusts and estates lawyer, tax advisor, or financial planner
Excellent attention to detail with strong written and oral communication skills
Superior multi-tasking and organizational skills
Self-starter with natural curiosity for individual planning and people
Strong team player with a predisposition to service function
Ability to drive business results with broad background in trust and estate planning issues
Self-motivated individual who can work closely with Advisors without daily contact with a direct manager
Strong presentation skills
Experience and ability in understanding clients’ financial situations and personal circumstances
Ability to demonstrate strong partnership skills and to coach colleagues, Financial Advisors, and clients
High ethical standards and works in the clients’ best interest

Nice To Haves

Proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint
Experience with financial planning software
Familiarity with investments, financial markets, and banking products
Knowledge of sophisticated planning concepts including estates and trusts, insurance, stock options, taxes, and cash flow planning
Strong analytical and technical abilities
Ability to manage multiple responsibilities under high pressure
Commitment to providing high-touch client service

Responsibilities

Gather and compile client information to develop comprehensive wealth plans
Utilize financial planning software to create detailed financial models
Conduct independent analysis and quality control testing for financial planning outputs
Lead development, review, and completion of wealth plan summaries and illustrations
Prepare service agreements and manage confidential client information
Maintain metrics to measure outcomes of client engagements and manage the client pipeline
Develop and maintain strong relationships with clients, accountants, and attorneys
Serve as main point of contact with wealth partner teams and internal resources
Ensure effective communication and follow-up with clients
Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar
Perform independent research to understand financial planning concepts and solutions