Bilingual CFP: Senior Private Wealth Planner
TwinThread
J.P. Morgan Wealth Management is seeking a Vice President, Private Wealth Planner in New York. In this role, you will provide holistic financial planning as part of the Wealth Planning and Advice team. You will work closely with advisors and clients, delivering tailored financial strategies and insights. Ideal candidates will have at least 5 years of relevant experience and must be fluent in both English and Spanish. Strong financial planning knowledge and the ability to communicate complex concepts simply are essential. This position includes travel among branches as needed. #J-18808-Ljbffr TwinThread
Vacancy posted 4 days ago
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