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Senior Director, Wealth Planning & Advisory

Testing Site - JPMC

J.P. Morgan Wealth Management is seeking an Executive Director, Wealth Planner to lead advanced tax and trusts & estate planning initiatives for high-net-worth clients across the U.S.

You will translate complex tax and estate concepts into clear guidance for clients and advisors, partnering with field leadership to execute regional strategies. The role requires a strong track record in trust and estate planning, CPA/JD/LLM, and excellent communication and presentation skills, with willingness to

#J-18808-Ljbffr
Vacancy posted 3 days ago
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