About this opportunity
TwinThread lists this VP, Private Wealth Planner — CFP, Holistic Planning opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Join J.P. Morgan Wealth Management as a Vice President - Private Wealth Planner, where you will provide expert financial planning to clients. Collaborate with a client service team using proprietary software to deliver customized plans, ensuring clients achieve their financial goals.
This role demands over 5 years of financial services experience and a CFP certification. Exceptional communication skills and the ability to engage with high-net-worth clients are essential. Travel between locations may be required.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.