Senior Wealth Planner & Trusts Strategist
J.P. Morgan
J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to solidify regional strategies and drive sophisticated planning opportunities. With 7+ years in trusts & estates or tax planning and a professional designation, you will coach colleagues, advisors, and clients, maintain current tax #J-18808-Ljbffr J.P. Morgan
Vacancy posted 4 days ago
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