We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.
P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.
P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Strategist you will be responsible for delivering the firm's Goals-Based Advice (GBA) resources to clients and prospective clients, helping them identify, prioritize and achieve their long term goals.
In addition, you will be an internal advocate for the Goals-Based Advice engagement model and all Advice capabilities the Private Bank offers.
- Job Responsibilities Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding Work with advisors to develop business opportunities with new and existing clients Collaborate on the development and presentation of GBA and Advice materials to guide client and advisor decision making Structure and present Advice presentations in an easily digestible, conversational manner Comfortably work with high net worth and ultra-high net worth individuals / families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies Train, coach and develop advisors to independently lead effective GBA-related client engagementsRequired Qualification, Capabilities, Skills Nine or more years of experience in financial services including, but not limited to, financial planning, goals based investing, Private Banking, Affluent / High Net Worth solutions, and retirement strategies Bachelor's degree required;
- MBA, JD, Certified Financial Planner (CFP), and / or Chartered Financial Analyst (CFA) professional designations strongly preferred Series 7, 66 and Insurance licenses required for position;
unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues Strong financial planning knowledge in regards to retirement, cash flows, decision making, and goalsbased planning Proven track record of partnering with professional advisors (such as CPA's, Transaction or T&E attorneys) Willingness to travel regularly throughout Region Preferred Qualification, Capabilities, Skills Strong presentation skills in one-on-one and group meetings Ability to coach colleagues, client advisors and clients Ability to comfortably use analytics to provide guidance to clients in a compelling manner Ability & experience in understanding clients' financial situations and personal circumstances
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