JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
$128K–$220K
New York, NY · Director · Full-time · Posted Aug 7, 2026
- Experience
- Five plus years of experience in financial services.
- Education
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent required.
About the job
Provides customized financial and wealth planning to clients and prospective clients, creates and presents financial plans, and partners with integrated teams to develop client relationships and business opportunities.
What you'll do
- Deliver financial planning advice covering areas such as retirement, tax, trusts and estates, education, philanthropy, risk management, and asset allocation.
- Create and present financial plans in clear, conversational language, using J.P. Morgan’s Wealth Plan software.
- Educate and collaborate with integrated teams and professional advisors, develop business opportunities, and travel among branches and offices as needed.
What they ask for
- Five plus years of financial services experience in areas such as financial planning, goals-based investing, advisory, affluent/high-net-worth solutions, or retirement strategies.
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent required.
- Strong financial planning knowledge, including retirement, cash flows, goals-based planning, investment matters, and asset allocation.
- Willingness to travel regularly among offices and branches in the region.
Nice to have
- Knowledge of securities-based compensation, pre-liquidity planning, and concentrated position management.
- Experience with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench.
Pay
USD 128,000.00-$220,000.00 base salary
Tools
J.P. Morgan’s proprietary Wealth Plan software, Microsoft Office suite, Moneyguide Pro, eMoney, Wealth Bench
Model-written summary · the original posting is authoritative