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Job description
About the Role
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Responsibilities
Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
Work with advisors to develop business opportunities with new and existing clients
Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making
Present in an easily digestible, conversational manner
Be comfortable working with high net worth and ultra‑high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
Train, coach and develop advisors to independently lead effective Wealth Strategy, technology‑driven client engagements
Required Qualifications, Skills and Capabilities
Nine or more years of experience in financial services including, but not limited to, financial planning, goals‑based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
Strong financial planning knowledge in regards to cash flows, decision making, and goals‑based planning and process driven engagements
Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
Willingness to travel regularly throughout J.P. Morgan Private Bank's East Region
Preferred Qualifications, Skills and Capabilities
Strong presentation skills in one‑on‑one and group meetings
Ability to coach colleagues, client advisors and clients
Ability to comfortably use analytics to provide guidance to clients in a compelling manner
Ability & experience in understanding clients' financial situations and personal circumstances
Strong ability to liaise with local and U.S. leadership
Compensation & Benefits
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.
Equal Opportunity Statement
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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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Worksite address
summit, NJ, 07902, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.