J.P. Morgan Wealth Management - Vice President, Private Wealth Planner

**J.P. Morgan Wealth Management - Vice President - Private Wealth Planner**
J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients.

The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planni...

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