VP, Private Wealth Planner CFP, Holistic Planning

TwinThread LLC

Chicago, IL

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Communication Skills, Customer Support/Service, Financial Planning, Financial Services, High Net Worth, Wealth Management
LOCATION
Chicago, IL
POSTED
Today

Join J.P. Morgan Wealth Management as a Vice President - Private Wealth Planner, where you will provide expert financial planning to clients. Collaborate with a client service team using proprietary software to deliver customized plans, ensuring clients achieve their financial goals.This role demands over 5 years of financial services experience and a CFP certification. Exceptional communication skills and the ability to engage with high-net-worth clients are essential. Travel between locations may be required.#J-18808-Ljbffr

About the Company

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TwinThread LLC