Senior Private Wealth Planner: Holistic Financial Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-17
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is looking for a Vice President, Private Wealth Planner to provide clients with comprehensive financial planning services. This role involves engaging with clients, educating teams, and using proprietary software to generate detailed financial reports. Candidates should have over five years of experience in financial services and a Bachelor's degree, along with strong interpersonal skills to build trust with various client profiles.
This position requires travel among offices as needed.
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Position Requirements
10+ Years
work experience
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