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

Job description

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. Job 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 financ...