Job 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 Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making Present in an easily digestible, conversational manner Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagementsRequired Qualifications, Skills and Capabilities Nine or more years of 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; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues Strong financial planning knowledge in regards to cash flows, decision making, and goals‐based planning and process driven engagements Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) Willingness to travel regularly throughout J.P. Morgan Private Bank's East RegionPreferred Qualifications, Skills and Capabilities Strong presentation skills in one-on-one and group meetings Ability to coach colleagues, client advisors and clients Ability to comfortably use analytics to provide guidance to clients in a compelling manner Ability & experience in understanding clients' financial situations and personal circumstances Strong ability to liaise with local and U.S. leadership JPMorganChase, 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.