Wealth Planning Exec Director: Trusts & Tax Strategist

L7

jpmorgan chaseNew York, NYyesterday
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.
Apply now
Apply now

Level

ManagerL7

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Trusts, Estates, and Agency Accounts

Posted

yesterday

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