VP, Private Wealth Planner — Holistic Goals-Based Planning
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner in Bellevue, WA, focused on delivering holistic, goals-based financial planning to affluent clients. The role involves working collaboratively with an integrated client service team and using proprietary software for detailed financial planning. Successful candidates will have over five years of experience in financial services and a Bachelor's degree with certification as a Certified Financial Planner (CFP). A strong commitment to client relationships and ethical financial advice is crucial in this high-impact position. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 1 day ago
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