JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
$125K–$210K
Chicago, IL · Director · Full-time · Posted Mar 2, 2026
- Experience
- Five plus years of experience in financial services. Series 7 and 66 required upon hire or must be obtained 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 teams to support client relationships and business development.
What you'll do
- Deliver and present holistic financial plans covering investments, retirement, tax, trusts and estates, education, philanthropy, and risk management.
- Educate integrated teams and promote Wealth Planning to clients and professional advisors; develop business opportunities with new and existing clients.
- Travel among branches and offices as needed.
What they ask for
- Five or more years of financial services experience, including relevant financial planning, advisory, investing, private bank, or retirement experience.
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent.
- Strong financial planning knowledge, including retirement, cash flow, goals-based planning, investments, 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
$125,000.00-$210,000.00 USD base salary
Tools
J.P. Morgan’s proprietary Wealth Plan software, Moneyguide Pro, eMoney, Wealth Bench, Microsoft Office suite, Series7, 66
Model-written summary · the original posting is authoritative