J.P. Morgan Advisors - Wealth Planner

JPMorgan Chase - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

Credit Intermediation and Related Activities

About the position

The Wealth Planner is a crucial member of the Financial Advisor's team, responsible for developing and implementing financial strategies that align with clients' unique goals and values. This role involves building strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their financial objectives.

Responsibilities

• Build strong trust with clients through profiling and empathetic connection.
• Identify and deliver appropriate solutions that address client needs.
• Create, lead, and implement strategies to uncover clients' ideal financial goals.
• Support business development strategies related to goals-based planning.
• Gather in-depth information to create comprehensive financial plans.
• Utilize clients' financial data to propose solutions that meet their goals.
• Establish relationships with clients' financial teams (Centers of Influence).
• Schedule and prepare for client meetings, leading discussions with recommendations.
• Proactively review and adjust client plans regularly, identifying new opportunities.
• Onboard clients with financial planning software and tools.

Requirements

• 5+ years of experience in the Financial Services industry.
• FINRA Series 7 and 66 licenses required.
• Certified Financial Planner designation required.
• Bachelor's degree required.
• Proven ability to work independently and manage tasks in a fast-paced environment.
• Effective communication skills with clients and team members.

Nice-to-haves

• Ability to adapt to changing technology and regulatory policies.
• Highly proficient in Word, PowerPoint, and Excel.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.