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© All Rights Reserved. ApplyBlast.com
JPMC
The Vice President, Wealth Planner at J.P. Morgan Wealth Management provides comprehensive wealth planning advice to clients and prospective clients, leveraging expertise in tax and trusts & estates laws. The role involves partnering with advisors and field leadership to develop regional strategies, educate clients on wealth planning opportunities, and drive business growth. This position requires strong communication skills to translate complex financial concepts into actionable insights for clients and internal stakeholders.
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.
70% above the average for this role