Unknown Company

Executive Director, Wealth Planning & Trusts

denver, co • Posted 3 weeks ago
Onsite Full Time Financial Advice & Private Banking

JPMorgan Chase Wealth Management is seeking an Executive Director, Wealth Planner to translate complex tax and trust & estate laws into clear guidance for clients and advisors. You will collaborate with regional field leadership to develop strategies and expand engagement across the wealth continuum.

You will travel to local and out-of-state branches, lead presentations, coach advisers, and maintain up-to-date knowledge of federal and state tax laws.

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Executive Director, Wealth Planning & Trusts in denver at Unknown Company

This position is listed as full time and onsite.

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