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Plano, TX Full Time Posted by: JPMorgan Chase & Co Posted: Thursday, 26 March 2020

Ability to provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
Ability to work with advisors to develop business opportunities with new and existing clients
Develop and present goals-based 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
Proven track record of team leadership and delivering on large organizational initiatives
Collaborative, diverse, and inclusive operating model to invite new perspectives and incorporate expertise from all team members
Recruit, develop and manage top talent

10+ years complex financial planning experience
Bachelor's degree required
FINRA Series 7 and 66
Technical planning certification (eg, CFP, CPWA, CIMA)
Expert on goals-based experience, client dialogues, tools, and processes

Plano, TX, United States of America
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3/26/2020 12:12:53 PM

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