**J.P. Morgan Wealth Management - Vice President - Private Wealth Planner**
J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence, providing direct guidance to J.P. Morgan Private Clients. This position required the ability to fluently communicate (written and verbal) in both English and Spanish.

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, p...