Wealth Planner

The Wealth Planner is a vital member of the Financial Advisor’s team. A Wealth Planner works in close partnership with the Financial Advisor(s). The ideal candidate has a strong understanding of building financial strategies and plans that aligns with clients’ unique goals and personal values.

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
• Certified Financial Planner designation required
• Bachelor's degree 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.