J.P. Morgan Advisors - Wealth Planner - San Francisco, CA

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.

As a Wealth Planner within J.P. Morgan Advisors, you will work in close partnership with Financial Advisors to build financial strategies and plans that align with clients’ unique goals and personal values. The ideal candidate has a strong understanding of building financial strategies and plans that aligns with clients’ unique goals and personal values.

Job Responsibilities

• Effectively build strong trust with clients through client profiling and an empathetic connection and proactively identify and delivery appropriate solutions that address the needs of our clients

• Create, lead and implement the strategy to effectively uncover client’s ideal financial goals. Support the overall business development strategy as it relates to goals-based planning

• Gather in-depth information to create financial plan through a holistic approach, Utilizing the client's financial data to create possible solutions to meet goals

• Establish strong relationships with the client's financial team of advisors (Centers of Influence)

• Schedule and prepare for client meetings, lead client meetings by offering recommendations and presenting the goals based financial plan

• Proactively review client plans and make appropriate changes on a regular basis and identify new opportunities. Identify changes to the plan and confirm agreement with clients

• Onboard clients with the firm’s financial planning software and tools and utilize these tools effectively to monitor and adjust financial plans

Required qualifications, capabilities, and skills:

• 5 plus years’ experience in Financial Services industry

• FINRA Series 7 and 66 licenses required

• Bachelor's degree required

• Certified Financial Planner designation required

• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment 
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

• Able to adapt and stay abreast of changing technology and regulatory policies 
• Highly proficient user of Word, PowerPoint and Excel

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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 at our company. 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 our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans