VP, Private Wealth Planner — Holistic Goals-Based Planning
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions to its private clients. This role involves collaborating with advisors and delivering holistic, goals-based financial planning, utilizing proprietary Wealth Plan software. The ideal candidate should have over 5 years of experience in financial services, along with strong communication skills and the ability to understand diverse client needs. A Bachelor's degree and CFP certification are required, and candidates must be willing to travel among branches as needed. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 5 days ago
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