JPMorgan Chase's Wealth Management division seeks an Executive Director, Advanced Planner to master tax and trusts & estate laws and translate them clearly for clients and advisors. You will partner with field leadership to solidify regional wealth strategies and deliver sophisticated planning across investments, banking, and lending platforms.
The role requires 7+ years in trusts & estates or tax law, with JD/LLM/CPA/CFP equivalents, outstanding communication, and strict client advocacy.
#J-18808-LjbffrExecutive Director, Wealth Planning & Trusts in new york at Unknown Company
This position is listed as full time and onsite.