Senior Private Wealth Planner - Holistic Wealth Strategy
JPMorgan Chase
A leading financial institution in Miami seeks a Private Wealth Planner to provide holistic financial planning for high-net-worth clients. You will collaborate with an integrated client service team and deliver customized strategies focusing on asset allocation, tax planning, and financial growth. The ideal candidate needs over five years in financial services, a bachelor's degree, and CFP certification. Competitive packages and travel among locations are part of the position. #J-18808-Ljbffr JPMorgan Chase
Vacancy posted 2 days ago
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