JPMorgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
JPMorgan Chase Bank, N.A.
Chelsea and Clinton, ManhattanPosted 21 days agoDiscoveredMatch locked
Full TimeAccounting & Finance Jobs
About the role
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g.,
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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