Wealth Management - Vice President, Private Wealth Planner

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. This position required the ability to fluently communicate (written and verbal) in both English and Spanish.

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 all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long‑term care, philanthropy, college savings, retirement, and cash flow planning. Knowledge of issues relating to securities‑based compensation (restricted stock, employee stock options, performance share units, etc.),

pre‑liquidity planning, and concentrated position management (such as 10b5‑1 plans, derivative‑based transactions, and exchange funds) is a plus.

To be successful in this role the individual must be able to communicate planning concepts in a simple, non‑technical way and be comfortable working with individuals and families ranging from affluent to high‑ and ultra‑high net worth. The successful individual should approach clients with a goal‑oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing clients. This role requires travel among branches and offices as needed.

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
• Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP will act as the linchpin to allow J.P. Morgan to provide clients with holistic financial planning advice to better serve their needs
• Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation.
• Structure and present financial plans/presentations in a simple to understand conversational manner
• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
• Work with the integrated team to develop business opportunities with new and existing clients
• Travel among branches and offices as needed

• Five plus years of experience in financial services including, but not limited to, financial planning, goals‑based investing, financial advisory at a broker‑dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies
• Bachelor's degree and Certified Financial Planner (CFP) or equivalent required
• Fluent in both English and Spanish required
• Ability & experience in understanding clients’ financial situations and personal circumstances; strong listening skills and high EQ
• Deliver a distinctive and thoughtful experience…