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 consistently 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.
The Wealth Planning Consultants sit on the Wealth Strategy team, inside J.P. Morgan Private Advisory - a team of specialized advice practices within the Private Bank. Our Consultants are a centralized team at the forefront of driving adoption of Wealth Planning Advice across the firm. As a Wealth Planning Consultant you will be primarily responsible for providing consulting, coaching and training to Bankers and Investors, other integrated team members and in-market leadership throughout the country. You will develop strong partnerships and work in tandem with Regional Wealth Strategists, other J.P. Morgan Private Advisory practice groups, and Senior Management to deliver concepts and applications of Advice.
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Job Responsibilities
- Develop an expert knowledge on our Approach and Wealth Plan Plus (our proprietary strategic planning technology)
- Leverage Wealth Plan Plus to guide front office colleagues to create a decision-making framework for clients, formulate financial planning strategies, and align solutions across our first class platform in Planning, Investing, Banking and Borrowing
- Deliver first-class level service by answering incoming calls from integrated team members regarding many factions of Advice promptly and professionally, many times digging deeper to elevate the conversation and provide a better outcome for our clients
- Work closely with Wealth Strategists to form a dynamic partnership to drive adoption and integration of our Advice Driven Approach and all of the content, intellectual property and technologies that support it
- Create and deliver content as needed for training and development on our Approach, Process, Frameworks and Technologies
- Prepare integrated team members for client conversations by evaluating the client's analysis and role-playing possible scenarios and strategies
- Leverage your client facing experience to coach integrated team members on how to appropriately profile from a Wealth Planning perspective, overcome objections and deliver appropriate solutions
Required qualification, capabilities and skills
- Bachelor's degree required
- Three plus years of experience in the financial services industry or two plus years with a concentration in financial planning required
- Two plus years of experience in Sales, Marketing or Training required
- Two plus years of experience working with financial planning software required
- Series 7 & 66 required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Preferred qualification, capabilities and skills
- Ability to effectively manage multiple projects and competing tasks in a fast-paced environment
- MBA, JD, CFA, or CFP preferred
- Superior communication skills
- Strong phone skills with the capability to handle a large number of inbound calls and emails
- Detail-oriented with strong analytical/problem solving skills
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.