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UHNW Family Office Wealth Planner

JPMorgan Chase

JPMorgan Chase is seeking an Outsourced Family Office Wealth Planner to join the Family Wealth Services team. This individual will deliver customized solutions to ultra-high-net-worth clients, developing financial plans and facilitating multigenerational wealth transfer strategies. The ideal candidate will possess a Bachelor's degree along with either JD, LLB, CPA or CFP, and have at least five years of experience in trusts and estates law, tax advising, or financial planning. Excellent communication and analytical skills are essential for maintaining strong client relationships. #J-18808-Ljbffr JPMorgan Chase

Vacancy posted more than 2 months ago

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