Unknown Company

Executive Director, Advanced Wealth Planning

town of florida, ny • Posted 2 weeks ago
Onsite Full Time Finance

JPMorgan Chase is seeking an Executive Director, Wealth Planner within J.P. Morgan Wealth Management to deliver expert tax and estate planning guidance to clients and advisors.

You will translate complex laws into clear client-focused advice and collaborate across USWM to identify opportunities and deliver strategic wealth planning solutions. The role requires extensive experience in trusts and estates, strong communication, and leadership, with travel to branches as needed.

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Executive Director, Advanced Wealth Planning in town of florida at Unknown Company

This position is listed as full time and onsite.

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