Wealth Planning Associate

Job Title

Product Development

Job Description

Job Responsibilities:

• Develop advanced proficiency in navigating Wealth Plan and related planning tools to provide accurate and timely support for client financial planning.

• Respond to and resolve first-level inquiries related to Wealth Plan, including assisting with data inputs, clarifying methodology, and troubleshooting "how-to" questions from advisors.

• Build a deep understanding of JPMWM's wealth planning philosophy and U.S. financial planning topics.

• Provide ad-hoc training to advisors and team members based on questions and issues that arise through the help desk.

• Share updates on new platform enhancements and educate advisors on how to use new features.

• Gather feedback from advisors and relay it to technology teams to support ongoing platform improvements.

• Maintain clear records of inquiries and identify opportunities to streamline support processes and enhance team efficiency.

• Participate in ongoing training to stay current on planning tools, methodologies, and regulatory changes.

Qualifications:

• Bachelor's degree in finance, business, economics, or a related field preferred.

• Strong analytical, problem-solving, and communication skills.

• Experience with financial planning software or CRM tools is a plus.

• Ability to learn complex systems and concepts quickly.

• Detail-oriented with a commitment to accuracy and client service.

• Collaborative mindset and willingness to support multiple teams and projects.

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.