Senior Wealth Planner & Tax Strategy Director

San Francisco, California, United StatesOn-sitePosted 9 hours ago

Finance & Banking

About the Role

JPMorganChase Wealth Management seeks an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear guidance for clients and advisors. You will partner with leadership to shape regional strategies and provide actionable planning insights across investment, banking, and lending products.

You will engage with field management, coach colleagues and Financial Advisors, and stay current on federal/state tax laws affecting planning.

#J-18808-Ljbffr

What You'll Do

JPMorganChase Wealth Management seeks an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear guidance for clients and advisors.

You will partner with leadership to shape regional strategies and provide actionable planning insights across investment, banking, and lending products.