Industry: Financial Planning Consultants,Investment Securities,Financial Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

J.P. Morgan Private Bank Job Advertisement – Financial Planning Consultant

J.P. Morgan Private Bank is a global wealth management leader that offers the opportunity to work with high-net-worth individuals, families, and foundations to help them achieve their financial goals. As a Financial Planning Consultant, you will have the chance to make a real impact on clients’ lives by providing comprehensive and personalized financial planning services.

Key Responsibilities:

• Develop and implement customized financial plans tailored to each client’s unique goals and objectives
• Provide guidance on investment strategies, asset allocation, and wealth preservation
• Collaborate with a team of professionals to deliver exceptional service and solutions to clients
• Build and maintain strong client relationships through proactive communication and regular reviews
• Stay abreast of industry trends and changes in regulations to ensure compliance and best practices

Qualifications:

• Minimum of 5 years of experience in financial planning or wealth management
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment securities, financial services, and tax strategies
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package, including medical, dental, and vision coverage
• 401(k) retirement savings plan with company match
• Ongoing professional development and training opportunities
• Potential for career advancement within a leading global financial institution

About J.P. Morgan Private Bank:

J.P. Morgan Private Bank is a division of JPMorgan Chase & Co., one of the oldest financial institutions in the United States with a history that dates back over 200 years. We are committed to helping clients build and preserve wealth through personalized advice and access to a wide range of financial products and services.

Apply Now:

If you are a dedicated financial planning professional looking to take your career to the next level, we invite you to apply for the Financial Planning Consultant position at J.P. Morgan Private Bank. Join our team of experts who are passionate about helping clients achieve their financial goals. Apply on this page to be considered for this exciting opportunity.