Executive Director, Advanced Wealth Planner
JPMorgan Chase
JPMorgan Chase is seeking an Executive Director, Wealth Planner in Denver, CO, to leverage tax and trust expertise to communicate complex information effectively. The role involves collaborating with clients and advisors to deliver customized wealth planning advice, ensuring compliance with laws, and maintaining knowledge of industry trends. Candidates should have over 7 years of relevant experience, strong presentation skills, and the ability to coach both clients and Financial Advisors. Join us at JPMorgan Chase to help clients navigate their wealth planning needs while building relationships across the financial spectrum. #J-18808-Ljbffr JPMorgan Chase
Vacancy posted 4 days ago
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