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Senior Private Wealth Planner Holistic Financial Planning

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below
A global financial services firm in San Francisco is seeking a Vice President, Private Wealth Planner to deliver customized financial planning advice and engage with affluent clients. This role requires over five years of financial services experience including asset allocation and retirement strategies. A Bachelor's degree and CFP certification are mandatory. The ability to communicate complex financial concepts simply is essential, alongside a commitment to client service and ethical standards.

The position involves collaboration with teams and travel among branches as necessary.
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Position Requirements
10+ Years work experience
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