Planner jobs in United States, California, Palo Alto
JPMorgan JP Morgan Wealth Management Vice President Planner United States, California, Palo Alto
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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 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 one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As a Vice-President, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
Job Responsibilities:
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
- Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
- Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
- Work with Advisors to develop business opportunities with new and existing clients
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
- Travel to local and out of state branches, as needed
Required qualifications, capabilities, and skills:
- 4-year college degree and either J.D, LLB, CPA or CFP
- 5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
- Self-starter with natural curiosity for individual planning and people
- Excellent attention to detail with strong written and oral communication skills
- Strong team player with a predisposition to service function
- Ability to drive business results with broad background in trust and estate planning issues
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
- Strong presentation skills in one-on-one and group meetings
- Experience and ability in understanding clients’ financial situations and personal circumstances
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest
Preferred qualifications, capabilities, and skills:
- Series 7 & 66 required or must be fulfilled within 90 days of assuming role)
- Strong working knowledge of Microsoft Office suite
- Experience with financial planning software a plus
FEDERAL DEPOSIT INSURANCE ACT:
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JPMorgan JP Morgan Wealth Management Vice President Planner United States, California, Palo Alto
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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Tesla Demand Planner Warehousing Logistics United States, California, Palo Alto
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- Create and manage short and long-term demand forecasts for Service Parts and Accessories that help optimize demand of inventory and staffing levels at worldwide distribution centers, lower the cost of operation, and improve overall custome satisfaction levels
- Collaborate with Global Supply Managers, Field Operations, Inventory Management, Production teams, Service leaders, and Marketing Teams to gather data and bring information on key business drivers that impact future demand.
- Analyze the detailed historical consumption data by business unit and region and highlight trends and patterns in consumption by applying advanced Statistical Models and Time Series Analysis
- Develop programs in statistical computing and graphics and apply advanced supply chain analytics to resolve inefficiencies in demand forecasting process, identify opportunities for forecast accuracy improvement, and provide business insights and additional perspectives to the Manager of Energy Material Planning, Distribution, and Service Supply Chain leadership
- Collaborate with business unit leaders to plan for material End-of-Life (EOL) transition planning with the goal to ensure reliable long-term service coverage while minimizing excess and obsolescence
- Degree in Industrial, Systems Engineering, Supply Chain Management, Operations Research, Statistics, Engineering, Mathematics or equivalent experience
- 5+ years of related experience as a planner, analyst, or in a technical role within supply chain in a manufacturing company
- Must demonstrate strong mathematical and statistical knowledge relevant to Supply Chain or Operations analytics
- Strong proficiency in MS Excel and competency in SQL required. Experience in ERP/WRP systems and data visualization programs such as Tableau or Power BI are preferred
- Able to work on multiple projects simultaneously and prioritizing tasks based on demand despite changes in work scope or focus
- Passionate and high energy, with strong spoken and written communication skills to positively influence others
- Open-minded, collaborative and team-oriented
These jobs might be a good fit
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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 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 one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As a Vice-President, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
Job Responsibilities:
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
- Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
- Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
- Work with Advisors to develop business opportunities with new and existing clients
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
- Travel to local and out of state branches, as needed
Required qualifications, capabilities, and skills:
- 4-year college degree and either J.D, LLB, CPA or CFP
- 5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
- Self-starter with natural curiosity for individual planning and people
- Excellent attention to detail with strong written and oral communication skills
- Strong team player with a predisposition to service function
- Ability to drive business results with broad background in trust and estate planning issues
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
- Strong presentation skills in one-on-one and group meetings
- Experience and ability in understanding clients’ financial situations and personal circumstances
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest
Preferred qualifications, capabilities, and skills:
- Series 7 & 66 required or must be fulfilled within 90 days of assuming role)
- Strong working knowledge of Microsoft Office suite
- Experience with financial planning software a plus
FEDERAL DEPOSIT INSURANCE ACT:
These jobs might be a good fit
