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Wealth Management - Wealth Strategist - VP or ED - Houston, TX

Req #: 180036379
Location: Houston, TX, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
Position Description:
As a Wealth Strategist with J. P. Morgan Private Bank you will be responsible for delivering the firm’s financial planning Goals-Based Wealth Management (“GBWM”) resources to clients and prospective clients, helping them identify, prioritize and achieve their long term goals.
Role and Responsibilities:
  • Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
  • Work with advisors to develop business opportunities with new and existing clients
  • Develop and present GBWM materials and lead wealth transfer conversations in a compelling manner
  • Structure and present financial plans/presentations in a simple to understand conversational manner
  • Must be comfortable working with affluent and high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
  • Train and develop advisors to independently lead effective GBWM-related client engagements
Position Requirements:
  • Seven or more years experience in financial services including, but not limited to, financial planning, goals based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
  • Bachelor's degree required
  • Certified Financial Planner (CFP) and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
  • Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
  • Proven ability to drive business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
  • Senior level individual that is a strong self motivator who can work closely with market leaders & practice partners without daily contact with one’s direct manager
  • Strong presentation skills in one-on-one and group meetings
  • Ability to comfortably use numbers to provide guidance to clients in a compelling manner
  • Proven track record of partnering with professional advisors (such as CPA’s or T&E attorneys)
  • Strong financial planning knowledge in regards to retirement, cash flows, goalsbased planning
  • Ability & experience in understanding clients’ financial situations and personal circumstances
  • Must be able to coach colleagues, client advisors and clients (strong partnership skills)
  • Must be able to deliver a distinctive and thoughtful experience aimed at providing appropriate advice
    for each client situation in a way that secures confidence and new business
  • Individual with high ethical standards, never sacrifices integrity and works in each client’s best interest
  • Rapidly integrate into regional markets and work productively with different personalities
  • Strong working knowledge of Microsoft Office suite
  • Willingness to travel regularly throughout Region
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