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Wealth Management Associate Alumni Career Site

4.0 - 8.0 years

0 Lacs

maharashtra

On-site

As a Goals-based Planning Associate at J.P. Morgan, you will have the opportunity to leverage cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies to clients. Your role will involve becoming a subject-matter expert in financial planning, guiding advisors in complex client situations, and making a meaningful impact through your work. **Key Responsibilities:** - Master J.P. Morgan's wealth planning tools and concepts, such as goals-based planning, multi-asset allocation, cash flows, tax considerations, and currency references. - Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based plannin...

Posted 1 month ago

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