Senior Wealth Planner & Estate Strategy Director
JPMorganChase
A leading financial services firm in San Francisco seeks an Executive Director, Wealth Planner to educate clients on wealth planning opportunities. The role requires deep knowledge of tax and trust laws, with responsibilities including presenting content, advising on complex strategies, and developing business opportunities. Candidates need a relevant degree and extensive experience in wealth management and trust & estate planning, alongside strong presentation and advisory skills. This is a full-time, on-site position offering competitive compensation and benefits. #J-18808-Ljbffr JPMorganChase
Vacancy posted 3 days ago
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