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Wealth Management Financial Advisor Financial Consultant

Senior Private Wealth Planner - Holistic Wealth Strategy

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-04-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Miami seeks a Private Wealth Planner to provide holistic financial planning for high-net-worth clients. You will collaborate with an integrated client service team and deliver customized strategies focusing on asset allocation, tax planning, and financial growth. The ideal candidate needs over five years in financial services, a bachelor's degree, and CFP certification. Competitive packages and travel among locations are part of the position.
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Position Requirements
10+ Years work experience
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