Job Description
The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a J.P. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner in the Wealth Planning and Advice team, you will partner with advisors and clients to deliver holistic, goals‑based planning as part of Wealth Management's Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients. In this high‑impact role, you will partner with advisors and clients to deliver holistic, goals‑based planning as part of Wealth Management's Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients. You will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) is a plus. To be successful in this role you must be able to communicate planning concepts in a simple, non-technical way and must be comfortable working with individuals and families ranging from affluent to high- and
