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JPMorganChase · 16 hours ago

J.P. Morgan Wealth Management - Vice President, Wealth Planner

Boston, MA

Full-time

Hybrid

Senior Level

JPMorganChase is a leading financial services firm that helps individuals and their entities achieve their financial goals through a broad range of financial products. As a Vice President, Wealth Planner, you will provide comprehensive wealth planning advice, develop content on wealth management topics, and work closely with clients and advisors to identify and engage in planning opportunities.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

CFPCPAJ.D.LLMTrustEstate planningTax planningFinancial planningPresentation skillsMicrosoft OfficeCoaching skillsEthical standardsCommunication skillsTeam player

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

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3471)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)