JPMorganChase · 22 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 expJ.P. Morgan Advisors, the ultra-high-net-worth division of J.P. Morgan Wealth Management, offers clients personalized service backed by global resources. As an Outsourced Family Office Wealth Planner, you will deliver customized solutions, develop comprehensive financial plans, and maintain strong client relationships while collaborating with partners for excellence in service delivery.
Asset ManagementBankingFinancial 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
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
2026-01-23
2026-01-22
Company data provided by crunchbase