Job Description

Join our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate about financial planning and eager to make a meaningful impact, we want to hear from you!


As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to master sophisticated financial concepts and tools, while providing ongoing support to advisor teams in complex client situations.

Job Responsibilities:

Master J.P. Morgan's wealth planning tools and concepts, including goals-based planning, multi asset allocation, cash flows, tax considerations, and currency references. Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations. Create tailored analyses for unique and complex client situations, ensuring that each client's specific needs and goals are addressed with precision and creativity. Manage and update PowerPoint templates for tools, client situations, and case studies, ensuring that advisor teams have access to the most relevant and effective resources. Support the upkeep of goals-based planning tools and associated materials.

Required Qualifications, Capabilities, and Skills:

Bachelor's degree from a top university, in a quantitative discipline such as finance, economics, statistics, mathematics, or a related field. Foundational understanding of different asset classes (equities, fixed income, and alternatives) and portfolio construction process. Foundational understanding of Portfolio Analytics (Risk/Return parameters). Effective communication skills. Excellent computer skills, including Excel and PowerPoint. 2+ years of experience in the financial services industry.

Preferred Qualifications, Capabilities, and Skills:

* Progress toward the CFA or CFP designation is a plus.