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Job description
JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear client guidance, collaborating with advisors and leaders.
You will lead content development on wealth management topics, support field leadership, and drive regional strategies, with travel to branches as needed.
Requires JD/LLB/CPA/CFP and 7+ years in trusts & estates, strong presentation and client coaching skills, and a proactive, ethical approach.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.