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Senior Private Wealth Planner - Goals- Strategy
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-06-02
Listing for:
JPMorganChase
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Miami is seeking a Private Wealth Planner to provide customized financial planning advice. The successful candidate will have over 5 years of experience in financial services and be a Certified Financial Planner. You will work with clients to deliver holistic planning and must approach each client with a goal-oriented mindset. A strong background in retirement strategies and investment matters is essential.
The role involves travel among branches as needed, and offers a comprehensive rewards package.
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Position Requirements
10+ Years
work experience
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