Chase · 4 months ago
J.P. Morgan Wealth Management - Vice President, Wealth Planner
50 Rowes Wharf, Boston, MA, 02110, US
Full-time
Onsite
Senior Level
$133K/yr - $210K/yrChase is a leading financial services firm, and they are seeking a Vice President, Wealth Planner within J.P. Morgan Wealth Management. This role involves developing and presenting wealth management content, advising clients on tax and estate planning strategies, and collaborating with field leadership to enhance regional strategies.
BankingFinancial Services
Responsibilities
Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
Work with Advisors to develop business opportunities with new and existing clients
Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
Travel to local and out of state branches, as needed
Qualification
Required
4-year college degree and either CFP, CPA, J.D. or LLM
Self-starter with natural curiosity for individual planning and people
Excellent attention to detail with strong written and oral communication skills
Strong team player with a predisposition to service function
Ability to drive business results with broad background in trust and estate planning issues
A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
Strong presentation skills in one on one and group meetings
Experience and ability in understanding clients' financial situations and personal circumstance
Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Preferred
Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
Strong working knowledge of Microsoft Office suite
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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