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Wealth Planning VP - Holistic, Goals- Strategy
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-20
Listing for:
JPMorgan Chase Bank, N.A.
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
JPMorgan Chase Bank, N.A. is looking for a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions. You will work collaboratively with a client service team to deliver detailed financial plans using proprietary software.
The role demands 5+ years in financial services, a Bachelor's degree, and CFP certification, along with excellent communication abilities. Competitive benefits and a total rewards package are offered.
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