1+ months

US Wealth Management, VP Wealth Planner for Wealth Advice, Los Angeles, CA

Los Angeles, CA 90012
  • Job Code
    210029056
To be successful in this role the individual will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
Keyword: consumer%20banking

Categories

Posted: 2020-09-18 Expires: 2020-10-30

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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US Wealth Management, VP Wealth Planner for Wealth Advice, Los Angeles, CA

JPMorgan Chase & Co.
Los Angeles, CA 90012

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