Senior Private Wealth Planner - Holistic Financial Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is looking for a Vice President, Private Wealth Planner in New York. This role involves providing customized financial planning and wealth management solutions to clients. The ideal candidate will have over five years of experience in financial services, a Bachelor's degree, and a Certified Financial Planner (CFP) designation. Strong relationship management skills and the ability to communicate effectively with high-net-worth clients are essential.
Travel among branches is required.
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Position Requirements
10+ Years
work experience
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