Bilingual Private Wealth Planner - CFP
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. This role delivers holistic, goals-based planning for J.P.
Morgan Private Clients and requires fluent communication in English and Spanish. The Private Client experience centers on detailed financial planning, asset allocation, and working with an integrated client service team to provide tailored guidance and opportunities across
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