Chase · 5 hours ago
J.P. Morgan Wealth Management Wealth Planner, Outsourced Family Office
7777 Girard Ave, La Jolla, CA, 92037, US
Full-time
Onsite
Senior Level
$170K/yr - $260K/yr
5+ years expChase is a leading financial services firm, and they are seeking a Wealth Planner for their Outsourced Family Office team. In this role, you will deliver customized family office solutions to ultra-high-net-worth clients, develop comprehensive financial plans, and maintain strong client relationships while collaborating with various partners.
BankingFinancial Services
Responsibilities
Gather and compile client information to develop comprehensive wealth plans
Utilize financial planning software to create detailed financial models
Conduct independent analysis and quality control testing for financial planning outputs
Lead development, review, and completion of wealth plan summaries and illustrations
Prepare service agreements and manage confidential client information
Maintain metrics to measure outcomes of client engagements and manage the client pipeline
Develop and maintain strong relationships with clients, accountants, and attorneys
Serve as main point of contact with wealth partner teams and internal resources
Ensure effective communication and follow-up with clients
Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar
Perform independent research to understand financial planning concepts and solutions
Qualification
Required
Bachelor's degree and either JD, LLB, CPA or CFP
Series 7 and 66 (may be fulfilled within 4 months of assuming role)
Five or more years of practice as a trusts and estates lawyer, tax advisor, or financial planner
Excellent attention to detail with strong written and oral communication skills
Superior multi-tasking and organizational skills
Self-starter with natural curiosity for individual planning and people
Strong team player with a predisposition to service function
Ability to drive business results with broad background in trust and estate planning issues
Self-motivated individual who can work closely with Advisors without daily contact with a direct manager
Strong presentation skills
Experience and ability in understanding clients' financial situations and personal circumstances
Ability to demonstrate strong partnership skills and to coach colleagues, Financial Advisors, and clients
High ethical standards and works in the clients' best interest
Preferred
Proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint
Experience with financial planning software
Familiarity with investments, financial markets, and banking products
Knowledge of sophisticated planning concepts including estates and trusts, insurance, stock options, taxes, and cash flow planning
Strong analytical and technical abilities
Ability to manage multiple responsibilities under high pressure
Commitment to providing high-touch client service
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
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
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