JPMorganChase · 10 hours ago
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $160K/yr
5+ years expJ.P. Morgan is a leading financial services firm that provides comprehensive wealth management and financial planning services. The Private Wealth Planner role involves collaborating with clients to create detailed financial plans and educating the team about the value of wealth planning.
Asset ManagementBankingFinancial Services
Responsibilities
Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP will act as the linchpin to allow J.P. Morgan to provide clients with holistic financial planning advice to better serve their needs
Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation
Structure and present financial plans/presentations in a simple to understand conversational manner
Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
Work with the integrated team to develop business opportunities with new and existing clients
Travel among branches and offices as needed
Qualification
Required
Five plus years of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies
Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required
Ability & experience in understanding clients' financial situations and personal circumstances; strong listening skills and high EQ
Deliver a distinctive and thoughtful experience aimed at providing appropriate advice for each client situation in a way that secures confidence and new business and drives results
Proven ability to drive business results with a broad background in retirement solutions, educational and philanthropic planning, general investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues
Strong self-motivator and who can work closely with market leaders & practice partners without daily contact with one's direct manager
Ability to comfortably use numbers to provide guidance to clients in a compelling manner
Proven track record of partnering with professional advisors (such as CPAs or T&E attorneys)
Strong financial planning knowledge in regards to retirement, cash flows, goals‐based planning
Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Willingness to travel regularly among offices and branches in the region
Preferred
Series7 and 65 required upon hire or must successfully obtain within 90 days from start date
Strong presentation skills in one-on-one and group meetings
Strong working knowledge of Microsoft Office suite
Excellent attention to detail with strong written and oral communication skills
Strong team player with a predisposition to service
Securities licenses are a plus but will not initially be required for the position
Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus
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
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.
10001+ employees
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)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-16
2026-01-13
2026-01-08
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