J.P. Morgan Wealth Management Wealth Planner, Outsourced Family Office
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Job Location:
La Jolla, CA - USA
Monthly Salary:
$ 170000 - 260000
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
J.P. Morgan Advisors the ultra-high-net-worth division of J.P. Morgan Wealth Management offers clients and their advisors the personalized service of a dedicated wealth management business backed by the global resources of one of the worlds most respected financial firms. Our small size and broad scope allow us to customize solutions for each clients unique needs.
Join our Family Wealth Services team and help ultra-high-net-worth families navigate complex financial needs. This role offers career growth exposure to sophisticated planning strategies and the opportunity to build lasting client relationships while leveraging industry-leading resources.
Job Summary:
As an Outsourced Family Office Wealth Planner for the Family Wealth Services team you will deliver customized family office solutions to ultra-high-net-worth clients. You will develop comprehensive financial plans facilitate multigenerational wealth transfer strategies and maintain strong client relationships. You will collaborate with internal and external partners to ensure accuracy and excellence in service delivery. This role requires technical expertise strategic thinking and a commitment to high-touch client service.
Job Responsibilities:
- Gather and compile client information to develop comprehensive wealth plans
- Utilize financial planning software to create detailed financial models
- Conduct independent analysis and quality control testing for financial planning outputs
- Lead development review and completion of wealth plan summaries and illustrations
- Prepare service agreements and manage confidential client information
- Maintain metrics to measure outcomes of client engagements and manage the client pipeline
- Develop and maintain strong relationships with clients accountants and attorneys
- Serve as main point of contact with wealth partner teams and internal resources
- Ensure effective communication and follow-up with clients
- Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar
- Perform independent research to understand financial planning concepts and solutions
Required Qualifications Capabilities and Skills:
- Bachelors degree and either JD LLB CPA or CFP
- Series 7 and 66 (may be fulfilled within 4 months of assuming role)
- Five or more years of practice as a trusts and estates lawyer tax advisor or financial planner
- Excellent attention to detail with strong written and oral communication skills
- Superior multi-tasking and organizational skills
- Self-starter with natural curiosity for individual planning and people
- Strong team player with a predisposition to service function
- Ability to drive business results with broad background in trust and estate planning issues
- Self-motivated individual who can work closely with Advisors without daily contact with a direct manager
- Strong presentation skills
- Experience and ability in understanding clients financial situations and personal circumstances
- Ability to demonstrate strong partnership skills and to coach colleagues Financial Advisors and clients
- High ethical standards and works in the clients best interest
Preferred Qualifications Capabilities and Skills:
- Proficiency in Microsoft Office Suite including Word Excel and PowerPoint
- Experience with financial planning software
- Familiarity with investments financial markets and banking products
- Knowledge of sophisticated planning concepts including estates and trusts insurance stock options taxes and cash flow planning
- Strong analytical and technical abilities
- Ability to manage multiple responsibilities under high pressure
- Commitment to providing high-touch client service
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
