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Wealth Planning Support Desk Specialist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-08-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase in Columbus, OH is seeking a Wealth Planning Support specialist to develop proficiency with Wealth Plan tools and provide timely client-focused financial planning support.
You will handle first-level inquiries, assist with data inputs, and help advisors understand planning concepts. The role includes training teammates, communicating platform updates, and collaborating with technology teams to drive improvements.
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