11 days old

J.P. Morgan Wealth Management - VP, Wealth Management Goals-Based Planning Strategist

JPMorgan Chase & Co.
Irvine, CA 92606
  • Job Code
    210090387
Goals-Based Planning Strategists are Advisor-focused specialists that work alongside Regional and Market leadership to better enable our Financial Advisors to lead with advice and deliver a superior wealth management experience to our affluent and high net worth clients. Additionally, Goals-Based Planning Strategists provide goals-based coaching for advisors, demonstrate goals-based advice dialogues to our Financial Advisors, and execute on the rollout and adoption of best-in-class goals-based tools. They are responsible for ultimately delivering the firm’s financial planning resources to clients and prospective clients, helping them identify, prioritize and achieve their financial goals.
Keyword: consumer%20banking

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Posted: 2021-06-02 Expires: 2021-07-02
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J.P. Morgan Wealth Management - VP, Wealth Management Goals-Based Planning Strategist

JPMorgan Chase & Co.
Irvine, CA 92606

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