Outsourced Family Office Wealth Planner

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 world’s most respected financial firms. Our small size and broad scope allow us to customize solutions for each client’s 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:

• Bachelor’s 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

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.