Vice President, Private Wealth Planner

The Vice President, Private Wealth Planner role partners with advisors and clients to deliver holistic, goals-based financial planning as part of Wealth Management’s Planning Center of Excellence. This position provides direct guidance to J.P. Morgan Private Clients, focusing on asset allocation, tax planning, retirement, and estate strategies. The role involves educating integrated teams on the value of wealth planning and collaborating to develop business opportunities with affluent to ultra-high net worth individuals and families.