Bilingual Private Wealth Planner - CFP

Testing Site - JPMC; Florida; On-site; USD 180,000 - 260,000; Full time

Job summary

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. This role delivers holistic, goals-based planning for J.P.

Morgan Private Clients and requires fluent communication in English and Spanish. The Private Client experience centers on detailed financial planning, asset allocation, and working with an integrated client service team to provide tailored guidance and opportunities across

Qualifications

• Five plus years of experience in financial services including financial planning, retirement strategies, and family wealth planning.
• Bachelor's degree and CFP (or equivalent) are required.
• Fluent in English and Spanish.

Responsibilities

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale.
• Educate the integrated team about the value Wealth Planning can bring to a relationship; act as the linchpin for holistic planning.
• Engage with clients in financial planning, tax, trusts & estates, retirement, education, and philanthropic planning.

Skills

CFP

Financial planning

Bilingual English/Spanish

Client advisory

Retirement planning

Communication skills

Attention to detail

Education

Bachelor's degree

CFP or equivalent

Tools

Moneyguide Pro

eMoney

Wealth Bench

Job description

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. This role delivers holistic, goals-based planning for J.P.

Morgan Private Clients and requires fluent communication in English and Spanish. The Private Client experience centers on detailed financial planning, asset allocation, and working with an integrated client service team to provide tailored guidance and opportunities across