About this opportunity
JPMorgan Chase & Co. lists this Senior Private Wealth Planner Holistic Financial Planning opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A global financial services firm in San Francisco is seeking a Vice President, Private Wealth Planner to deliver customized financial planning advice and engage with affluent clients. This role requires over five years of financial services experience including asset allocation and retirement strategies. A Bachelor's degree and CFP certification are mandatory. The ability to communicate complex financial concepts simply is essential, alongside a commitment to client service and ethical standards. The position involves collaboration with teams and travel among branches as necessary.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.