UHNW Family Office Wealth Planner
TwinThread
J.P. Morgan Advisors is seeking an Outsourced Family Office Wealth Planner to provide tailored family office services and strategic wealth planning to ultra-high-net-worth families. In this role, you will develop comprehensive financial plans and maintain strong client relationships while collaborating with a team of experts. The position calls for a Bachelor’s degree and either JD, LLB, CPA or CFP, along with five or more years of experience in trusts and estates or financial planning. Strong communication, analytical skills, and proficiency in financial planning software are essential. #J-18808-Ljbffr TwinThread
Vacancy posted 5 days ago
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