JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to provide wealth planning advice across various financial areas. This role requires expertise in tax and trusts, with responsibilities including developing strategies and serving as a resource for financial advisors.
Qualified candidates will have a minimum of 7 years experience, strong communication abilities, and a collaborative approach. The position offers opportunities for business development within the wealth management spectrum.
#J-18808-LjbffrWealth Strategy Director — Trusts & Tax in new york at Unknown Company
This position is listed as full time and onsite.