Executive Wealth Planner - Trusts & Estates
Chase
J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to lead advanced tax and trust & estate strategies for clients and advisors. Leverage deep knowledge to translate complex laws into clear guidance and collaborate with field leadership to drive regional wealth planning initiatives. Responsibilities include developing content with leadership, delivering tax and estate planning insights, staying current on federal/state laws, building relationships with accountants and #J-18808-Ljbffr Chase
Vacancy posted 17 hours ago
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