Finance & Banking • Palo Alto, California, United States
JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear guidance for clients and advisors.
The role collaborates with field leadership to craft regional strategies and deliver sophisticated planning solutions across investments, banking, and lending platforms. The successful candidate will engage with clients across the wealth spectrum, coach Financial Advisors, and travel to local and out-of-state
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