Overview

Company
Testing Site - JPMC
Location
Seattle, Washington, United States
Testing Site - JPMC

Finance & Banking • Seattle, Washington, United States

VP, Wealth Planner - Strategic Trust & Tax Advisor

Seattle, Washington, United StatesPosted 18 hours ago
Finance & Banking

About the Role

J.P. Morgan Wealth Management seeks a Vice President, Wealth Planner to apply deep tax and estate law knowledge, delivering clear guidance to clients, advisors, and leadership. You will partner with platforms to identify opportunities and craft sophisticated planning strategies across the wealth continuum.

The role requires initiative, client-focused planning, and willingness to travel to local and out-of-state branches to deliver unbiased, customized wealth planning advice.

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What You'll Do

J.P.
Morgan Wealth Management seeks a Vice President, Wealth Planner to apply deep tax and estate law knowledge, delivering clear guidance to clients, advisors, and leadership.
You will partner with platforms to identify opportunities and craft sophisticated planning strategies across the wealth continuum.
The role requires initiative, client-focused planning, and willingness to travel to local and out-of-state branches to deliver unbiased, customized wealth planning advice.

Skills & Technologies

Finance & Banking