DESCRIPTION:
Duties: Support Wealth Advisors responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables. Provide internal support to planning professionals and back office operations to acting as the first point of contact for individual clients. Assist in the preparation and development of financial plans. Prepare client correspondence, miscellaneous documents and presentations. Communicate with clients and clients' other advisors to gather data and execute recommendations for a financial plan. Gather and interpret data in financial planning software such as eMoney and Wealth Plan. Organize and maintain client information. Review and summarize trust and estate planning documents for the Wealth Advisor to review. Coordinate with private banking, wealth management teams and internal resources on client engagements. Conduct research on various financial planning topics and concepts. Participate in client meetings and support Wealth Advisor in meetings. Participate in various special projects related to planning.
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QUALIFICATIONS:
Minimum education and experience required: Master's degree in Financial Mathematics, Mathematics, Finance, Accounting, Financial Planning, Estate Planning or related field of study plus 3 years of experience in the job offered or as Wealth Advisor, Financial Planning Associate, or related occupation.
Skills Required: Requires experience in the following: Using financial planning software eMoney; investment risks and suitability including risk tolerance, investment assumption, model portfolio, asset classes, market indices, and Monte Carlo Simulation; Risk management and insurance including life insurance, long term care, disability insurance, and annuity; Calculating estate tax projections including estate tax, gift tax, GST, Basic Exclusion Amount (BEA), DSUE, and remaining exemption; Federal and state estate planning strategies including Wills, Revocable Trust, Marital Deduction planning, Bypass Trusts, Insurance Trusts and irrevocable estate tax strategies using trusts; and Running cash flow analysis including Straight-line projection.
Job Location: 1230 Avenue of the Americas, New York, NY 10020.
Full-Time. Salary: $118,500 - $155,000 per year.
ABOUT US
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 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
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.