J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
🏢 JPMorgan Chase Bank, N.A.
📍 Seybold, Miami-Dade County
🕒 Publicado hace 2 semanas atrás
💵 Salario
$158,323 - $158,323/año
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Descripción del empleo
The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This…
Fuente: Adzuna