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Job description
JPMorgan Chase's Wealth Management division seeks an Executive Director, Advanced Planner to master tax and trusts & estate laws and translate them clearly for clients and advisors. You will partner with field leadership to solidify regional wealth strategies and deliver sophisticated planning across investments, banking, and lending platforms.
The role requires 7+ years in trusts & estates or tax law, with JD/LLM/CPA/CFP equivalents, outstanding communication, and strict client advocacy.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.