JPMC
J.P. Morgan Wealth Management is seeking a Certified Financial Planner to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management’s Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients. The Private Wealth Planner role is central to providing clients with a detailed financial plan and guiding them through a discovery process to achieve their goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
192% above the average for this role
Vice President - Private Wealth Planner
JPMorganChase
Vice President - Private Wealth Planner
JPMorganChase
Vice President - Private Wealth Planner
JPMorganChase
Vice President - Private Wealth Planner
JPMorganChase
Vice President - Private Wealth Planner
JPMorganChase
Vice President - Private Wealth Planner
JPMorganChase