JPMorganChase in Bellevue, WA seeks a Vice President, Private Wealth Planner to deliver holistic financial planning to clients. This role requires extensive knowledge in various planning areas, including retirement and investment strategies.
The successful candidate will partner with advisory teams to deliver tailored planning solutions that enhance client engagement. A Bachelor’s degree and CFP certification are necessary. We offer comprehensive benefits and a competitive rewards package.
#J-18808-LjbffrVP Private Wealth Planner — Holistic Wealth Strategy in bellevue at Unknown Company
This position is listed as full time and onsite.