J.P. Morgan Wealth Management - Vice President - Private Wealth Planner

Job description

The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan’s proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a J.P. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner within J.P. Morgan Wealth Management, you will engage with clients and prospective clients who express interest in having a financial plan or are seeking general guidance on both simple and complex strategies. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services. Your role will involve using J.P. Morgan’s proprietary Wealth Plan software to generate reports that help clients focus on successfully meeting their goals. You will als...