CFP Private Wealth Planner - Holistic Financial Planning Leader
JPMorgan Chase & Co.
J.P. Morgan Wealth Management seeks a Certified Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner. You will partner with advisors to deliver holistic goals-based planning and provide direct guidance to J.P. Morgan Private Clients. The role requires travel among branches and offices in the region. The successful candidate will oversee asset allocation, trusts and estates, education planning, retirement, and cash flow planning, using proprietary #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 3 days ago
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