J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner.
You will partner with advisors and clients to deliver holistic, goals-based planning and guidance to Private Clients. Using Wealth Plan software, you will create detailed financial plans covering asset allocation, tax, trusts and estates, education savings, retirement, and philanthropy, with a focus on affluent to ultra-high net worth
#J-18808-LjbffrSenior Private Wealth Planner - Financial Guidance in chicago at Unknown Company
This position is listed as full time and onsite.