The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a J.P. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management.
As a Private Wealth Planner in the Wealth Planning and Advice team, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence. You will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability managem...