About this opportunity
JPMorgan Chase & Co. lists this Senior Private Wealth Planner - Goals-Based Planning opportunity in bellevue, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JPMorgan Chase & Co. in Wealth Planning and Advice seeks a Vice President, Private Wealth Planner to deliver holistic, goals‑based financial planning for Private Clients.
You will guide clients through discovery, use Wealth Plan software, and craft reports on asset allocation, trusts, taxes, education, retirement and cash flow planning with an integrated client service team. You must translate complex planning concepts into clear guidance, work with advisors and families from affluent to
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Worksite address
bellevue, WA, 98009, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.