J.P. Morgan Advisors - Wealth Planner - San Francisco, CA

JPMorganChase • San Francisco, CA

2d • Onsite

About The Position

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs. As 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.

Requirements

• 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

Nice To Haves

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint and Excel

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level