Wealth Planner UHNW Clients — Strategic Financial Plans
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-13
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
JPMorgan Chase is seeking a Wealth Planner in San Francisco, California. In this role, you will partner with Financial Advisors to develop customized financial strategies for ultra-high net worth clients. Candidates must have over 5 years of experience in financial services and hold relevant certifications including FINRA Series 7 and 66 licenses.
This position offers a competitive salary range of $ - $ per year. The ideal candidate will excel in building relationships and communicating effectively to meet clients' unique financial goals.
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