JPMorgan Chase Wealth Management - Wealth Strategist - VP or ED - Houston, TX in Houston, Texas

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

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, goals‐based 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 advicefor 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

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.