JP Morgan Chase Wealth Management is seeking an Executive Director, Advanced Planner with deep tax and trusts & estates knowledge. The role focuses on communicating complex concepts in plain language to clients and advisors, identifying opportunities, and collaborating with field leadership to execute regional strategies.
The selected candidate will guide content development, support advanced planning initiatives, stay current on federal/state tax laws, and travel to branches as needed to engage
#J-18808-LjbffrExecutive Director, Advanced Wealth Planner in new york at Unknown Company
This position is listed as full time and onsite.