J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals.
You will work collaboratively with an integrated team to provide tailored advice and use proprietary software to create actionable plans. Ideal candidates should have extensive experience in financial planning, strong communication skills and a CFP certification.
#J-18808-LjbffrVP, Private Wealth Planning — Holistic Financial Strategy in new york at Unknown Company
This position is listed as full time and onsite.