The Private Client experience at . 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 . Morgan’s proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a . Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management.

 As a Vice President, Private Wealth Planner within . Morgan Wealth Management, you will engage with clients and prospective clients who express interest in having a financial plan or are seeking general guidance on both simple and complex strategies. You will work collaboratively with an integrated client service team to provide comprehensive ...