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Job description
Fairygodboss at J.P. Morgan is seeking a skilled wealth planner in Summit, New Jersey. This role requires strong expertise in financial planning and client engagement, emphasizing collaboration on wealth strategy.
The ideal candidate will have at least nine years of relevant experience and a bachelor's degree, with advanced certifications preferred. Fulfilling responsibilities will involve presenting strategies and training advisors, contributing to client success with high net worth individuals.
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Worksite address
summit, NJ, 07902, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.