Senior Wealth Planning Director | Trusts & Tax Strategy
JPMorgan Chase
Chase Wealth Management in Atlanta, GA seeks an Executive Director, Wealth Planner with deep tax and trusts & estate knowledge to educate clients and advisors in complex planning opportunities. You will collaborate with field leadership to devise regional strategies and translate products into actionable goals-based advice for a diverse client base. Requirements include a 4-year degree plus J.D./LL.M./CPA and 7+ years in trusts & estates or tax; strong communication, coaching, and ethical #J-18808-Ljbffr JPMorgan Chase
Vacancy posted 2 days ago
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