Wealth Planning Associate

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.