Senior Private Wealth Planner — Holistic Planning Leader

JPMorgan Chase & Co. seeks an experienced Vice President, Private Wealth Planner to lead comprehensive financial planning for affluent clients within Wealth Management. You will collaborate with an integrated client service team and use Wealth Plan software to produce reports aligned with client goals. Responsibilities include educating the team on wealth planning value, guiding clients through complex strategies, and uncovering opportunities with new and existing clients while traveling across