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JPMorganChase

Executive Director, Advanced Wealth Planning

town of florida, NY

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Job description

JPMorgan Chase is seeking an Executive Director, Wealth Planner within J.P. Morgan Wealth Management to deliver expert tax and estate planning guidance to clients and advisors.

You will translate complex laws into clear client-focused advice and collaborate across USWM to identify opportunities and deliver strategic wealth planning solutions. The role requires extensive experience in trusts and estates, strong communication, and leadership, with travel to branches as needed.

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