Wealth Planning Exec Director: Trusts & Tax Strategist
Wealth Planning Exec Director: Trusts & Tax Strategist
jpmorgan chaseNew York, NY
yesterday
Trusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment Advice
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Manager
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Trusts, Estates, and Agency Accounts
Posted
yesterday