More jobs:
VP, Private Wealth Planner — CFP, Holistic Planning
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-02
Listing for:
TwinThread
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
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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