JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to lead complex wealth planning for individuals and entities, translating tax and estate concepts into client-ready guidance.
You will collaborate with advisors and leadership to educate, engage, and execute strategies across investment, banking, and lending platforms, while staying current on federal and state laws and industry trends.
#J-18808-LjbffrWealth Planning Exec Director: Trusts & Tax Strategist in ny at Unknown Company
This position is listed as full time and onsite.