J.P. Morgan Wealth Management - Vice President, Financial Planning Consultant

Job Description

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.

P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has $600 billion in Assets Under Management and 5,000 advisors located across 3,500 branches and 20 offices.

As a Financial Planning Consultant, you will deliver end-to-end goals-based planning expertise to our internal clients and partners.

The Financial Planning team is centrally located and supports financial advisors, market leaders across all channels, on the planning process and tools.

You will lead firm wide training and advisor development initiatives on Goals-Based Planning. This includes content development and delivery.

Team partners and collaborates with key business partners across the firm including our Wealth Strategists, Practice Management Consultants, Wealth Planning & Advice and Investment Solutions.

Job Responsibilities

• Expert knowledge on the Goals-Based Analysis Tools
• Deliver first-class level of service by responding to incoming inquiries from financial advisors on the goals-based planning process and financial planning tools (Goals-Based Analysis & proprietary planning software)
• Understand the suite of solutions available at JPMorgan Wealth Management with a specific focus on how they best align with the client's goals
• Work closely with field partners to form a dynamic partnership to support advisor adoption and integration of Goals-Based planning and utilization of planning tools.
• Create and deliver goals-based planning content for advisor training and development
• Prepare and coach Financial Advisors for client conversations by evaluating the client's analysis and role-playing possible scenarios and strategies
• Leverage sales experience to coach Financial Advisors on how to appropriately profile from a Goals-Based perspective, overcome objections and deliver appropriate solutions

Required qualifications, capabilities, and skills

• At least 5 years of experience in the financial services industry or at least 3 years in direct financial planning experience
• Series 7 & 66 along with Life and Health Insurance Licenses required
• CFP designation required. Similar professional designations will be considered.
• Prior experience working with financial planning software
• Strong phone skills, with ability to handle high volume inbound inquiries
• Ability to effectively manage multiple projects and tasks
• Detail oriented with strong analytical / problem solving skills and ability to work within a team and thrive in a highly visible and fast paced work environment
• Superior verbal and written communication skills
• Proficiency in Word, Excel and PowerPoint
• Bachelor's degree required.

Preferred qualifications, capabilities, and skills

Prior experience in Sales, Marketing or Training a plus

About Us

Chase 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.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer / Disability / Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.

We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.