Chase · 5 hours ago
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Mid, Senior Level
$92K/yr - $155K/yr
5+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. The Private Wealth Planner role is central to providing clients with detailed financial planning services, utilizing proprietary software to guide clients through a discovery process and develop comprehensive financial plans.
BankingFinancial 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 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
Series 7 and 66 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
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
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
Recent News
2026-01-24
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