VP of Strategic Wealth Planning & Advisory
testing site jpmcEast Boston, MA
VP of Strategic Wealth Planning & Advisory
L7
testing site jpmcEast Boston, MAtoday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesJ.P. Morgan Wealth Management in Boston seeks a Vice President, Wealth Planner with deep knowledge of tax and trust & estate laws to educate clients and advisors. You will translate complex concepts into simple guidance and work with field leadership to execute regional strategies. A 4-year degree and CFP/CPA/JD/LLM are required; travel to branches is expected; you will coach colleagues and develop opportunities with Advisors.
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Level
ManagerL7
Location
East Boston, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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