Private Wealth Planner

Are you a highly motivated and driven individual with a passion for helping others achieve their financial goals? Do you have a strong background in wealth management and a desire to work at a prestigious company? If so, then J.P. Morgan Chase & Co. has the perfect opportunity for you as a Private Wealth Planner.As a Private Wealth Planner, you will have the unique opportunity to work with high net worth individuals and families to create personalized financial plans that align with their long-term objectives. Your expertise in wealth management and your ability to build strong relationships will be key in providing the highest level of service to our clients.We are looking for a candidate with a minimum of 5 years of experience in wealth management and a proven track record of success in managing complex portfolios. A bachelor's degree in finance, economics, or a related field is required, and a CFP designation is preferred.If you are a self-starter, have exceptional communication and analytical skills, and thrive in a fast-paced and dynamic environment, we want to hear from you. Join our team at J.P. Morgan Chase & Co. and take the next step in your career as a Private Wealth Planner.

1. Develop and maintain relationships with high net worth individuals and families to understand their financial goals and objectives.
2. Utilize expertise in wealth management to create customized financial plans that align with clients' long-term objectives.
3. Conduct thorough analysis of clients' financial situations and provide recommendations for investment strategies.
4. Collaborate with other team members, such as financial advisors and portfolio managers, to ensure seamless and comprehensive service for clients.
5. Stay up-to-date on industry trends and changes in regulations to provide clients with the most current and relevant information.
6. Communicate complex financial concepts in a clear and concise manner to clients.
7. Conduct regular portfolio reviews and make adjustments as needed to ensure clients' financial goals are being met.
8. Utilize strong analytical skills to identify potential risks and opportunities for clients' portfolios.
9. Maintain confidentiality and adhere to all compliance guidelines and regulations.
10. Act as a brand ambassador for J.P. Morgan Chase & Co. by providing exceptional service and building strong relationships with clients.
11. Continuously seek opportunities to expand and grow the business by identifying potential new clients and networking within the industry.
12. Serve as a mentor and resource for junior team members, providing guidance and support to help them develop their skills and knowledge in wealth management.
13. Attend trainings and conferences to stay current on industry best practices and enhance professional development.
14. Collaborate with other departments within the company, such as tax and estate planning, to provide comprehensive financial solutions for clients.
15. Represent the company with the highest level of professionalism and integrity at all times.

According to JobzMall, the average salary range for a Private Wealth Planner in Plano, TX, USA is $80,000 - $120,000 per year. However, this can vary depending on experience, qualifications, and the specific company or institution the individual is working for.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.