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JPMorgan Chase & Co.

Executive Director — Wealth Planning & Trusts Strategist

town of florida, NY

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About this opportunity

JPMorgan Chase & Co. lists this Executive Director — Wealth Planning & Trusts Strategist opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

JPMorgan Chase & Co. Wealth Management seeks an Executive Director to bring deep knowledge of tax and trusts & estate laws to clients and advisors.

You will communicate complex planning concepts simply, partnering with field leadership to execute regional strategies and engage clients with a goal-oriented approach. You will need independence, initiative, and the ability to work with Advisors, CPAs, and attorneys across the USWM network.

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Who can apply

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