JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
$128K–$220K
Bellevue, WA · Director · Full-time · Posted Jun 11, 2026
- Experience
- Five plus years of experience in financial services; Series 7 and 66 required upon hire or must successfully obtain within 90 days from start date.
- Education
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent required.
About the job
Provides customized, goals-based financial plans and advice to J.P. Morgan Private Clients, partnering with advisors and integrated service teams to identify client needs and business opportunities.
What you'll do
- Deliver and present financial plans covering areas such as retirement, taxes, trusts and estates, education, philanthropy, risk management, and asset allocation.
- Educate integrated teams and promote Wealth Planning to clients, prospective clients, and outside professional advisors.
- Partner with advisors to develop business opportunities and travel among branches and offices as needed.
What they ask for
- Five or more years of financial services experience in areas including financial planning, goals-based investing, advisory, affluent or high-net-worth solutions, or retirement strategies.
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent.
- Strong financial planning knowledge, client listening and communication skills, and ability to explain financial concepts clearly.
- Willingness to travel regularly among regional offices and branches.
Nice to have
- Knowledge of securities-based compensation, pre-liquidity planning, and concentrated position management.
- Experience with Moneyguide Pro, eMoney, or Wealth Bench; Series 7 and 66 required upon hire or within 90 days.
Pay
USD 128,000.00-USD 220,000.00 base salary
Tools
J.P. Morgan’s proprietary Wealth Plan software, Moneyguide Pro, eMoney, Wealth Bench, Microsoft Office
Model-written summary · the original posting is authoritative