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

Job description

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high‑impact role, you will partner with advisors and clients to deliver holistic, goals‑based planning as part of Wealth Management’s Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients. 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. The successful candidate will have knowledge of and experience in delivering...