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VP, Private Wealth Planner — Holistic Goals- Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-19
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions to its private clients. This role involves collaborating with advisors and delivering holistic, goals-based financial planning, utilizing proprietary Wealth Plan software.
The ideal candidate should have over 5 years of experience in financial services, along with strong communication skills and the ability to understand diverse client needs. A Bachelor's degree and CFP certification are required, and candidates must be willing to travel among branches as needed.
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