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Wealth Management - Wealth Strategist - VP or ED - Los Angeles, CA

Req #: 170053955
Location: Los Angeles, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Private Bank
Wealth Strategist
 
About J.P. Morgan Asset & Wealth Management:
With client assets under supervision of $2.5 trillion and assets under management of $1.8 trillion, J.P. Morgan Asset & Wealth Management (AWM) is one of the largest asset and wealth managers in the world. We serve four distinct client groups globally through three businesses: institutional and retail clients through Asset Management (AM), and high-net-worth and ultra-high-net-worth clients through Wealth Management (WM), which includes the Private Bank and J.P. Morgan Securities. We offer global investment management in equities, fixed income, solutions, real estate, hedge funds, private equity and liquidity. We provide trust and estate, banking, lending, custody and brokerage services to (ultra) high net worth clients, and retirement services for corporations and individuals.
 
About J. P. Morgan Private Bank:
The J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
 
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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