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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to serve a Planning Center of Excellence and work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances.

As a Wealth Planning Associate within the Wealth Planning & Advice team, you will be primarily responsible for assisting with strategic, business management, administrative support, and operational functions. Your role will involve a keen interest in Wealth Management and Financial and Estate Planning, with the ability to research and comprehend planning concepts and strategies. You will be expected to collaborate and partner closely with our Wealth Planners, field leadership, Chase Wealth Management & J.P. Morgan Advisors, and several internal partners such as Solutions & Advice Business Management, marketing, legal, content & communications, practice management, etc. Your role will be crucial in gathering information, formulating insights, and enhancing the overall services offered by our team.

Job Responsibilities

+ Assist with the preparation and distribution of team communications and presentations, both internal and external

+ Collect and consolidate data to assess the effectiveness and opportunities for the team in various markets

+ Manage strategic and tactical business management initiatives with an eye towards client, firm, advisor and business impact

+ Identify scalable projects and develop solutions to bring the team's wealth planning expertise and advice to a broader audience (i.e., the entire advisor field)

+ Act as liaison between our group and other internal partners (practice management, communications, product teams, Salesforce/Advisor Central data teams, etc.) to help drive new initiatives and promote our business with the field

+ Collaborate with Wealth Management Divisional and Market Leads to develop strategies for identifying and addressing underutilized markets for greater client engagement

+ Provide administrative assistance to the WPA West Divisional and Market Leads, including scheduling meetings, managing calendar and travel, and preparing reports.

Required qualifications, capabilities, and skills

+ Two years of experience in Financial Services, in a Wealth Management related field

+ An interest in holistic wealth management and financial/ estate planning

+ Ability to handle numerous projects and deliverables at once and successfully prioritize their workload

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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. 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

Base Pay/Salary

Irvine,CA $77,000.00 - $121,000.00 / year; Newport Beach,CA $81,000.00 - $127,000.00 / year