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

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 in the Wealth Planning and Advice team, 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. In this high‑impact role you 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 and pre‑liquidity planning is a plus. The role requires travel among branches and offices as needed, and you must be able to communicate planning concepts in a simple, non‑technical way to clients ranging from affluent to ultra‑high net worth.

Job Responsibilities

• 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; act as the linchpin to provide holistic financial planning advice
• Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, philanthropic, risk management, and asset allocation
• Structure and present financial plans in a conversational manner that is easy to understand
• 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

Required qualifications, capabilities, and skills

• Five plus years of experience in financial services, including financial planning, goals‑based investing, financial advisory at a broker‑dealer or RIA, affluent/high‑net‑worth solutions, and retirement strategies
• Bachelor's degree and Certified Financial Planner (CFP) or equivalent required
• Ability to understand clients' financial situations and personal circumstances; strong listening skills and high EQ
• Deliver a distinctive and thoughtful experience that secures confidence, new business, and drives results
• Proven ability to drive business results with a broad background in retirement solutions, educational and philanthropic planning, general investment matters, asset allocation, credit and trust & estate planning issues
• Strong self‑motivator who can work closely with market leaders & practice partners without daily contact with a direct manager
• Ability to use numbers to provide compelling guidance to clients
• Proven track record of partnering with professional advisors such as CPAs or tax & estate attorneys
• Strong financial planning knowledge in retirement, cash flows, and goals‑based planning
• High ethical standards and unwavering integrity in the clients' best interest
• Willingness to travel regularly among offices and branches in the region

Preferred qualifications, capabilities, and skills

• Series 7 and 66 required upon hire or successful completion within 90 days
• Strong presentation skills in one‑on‑one and group meetings
• Strong working knowledge of Microsoft Office suite
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service
• Experience with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus

Benefits and Compensation

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Detailed compensation and benefits information will be provided during the hiring process.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit FAQs for more information about requesting an accommodation.