Senior Director, Wealth Planning & Advisory
Listed on 2026-10-19
-
Finance & Banking
Wealth Management
J.P. Morgan Wealth Management is seeking an Executive Director, Wealth Planner to lead advanced tax and trusts & estate planning initiatives for high-net-worth clients across the U.S.
You will translate complex tax and estate concepts into clear guidance for clients and advisors, partnering with field leadership to execute regional strategies. The role requires a strong track record in trust and estate planning, CPA/JD/LLM, and excellent communication and presentation skills, with willingness to
This role is for the Senior Director, Wealth Planning & Advisory role at Testing Site - JPMC.
This opportunity is part of our work in Finance, Legal.
The advertised compensation is 180..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Director, Wealth Planning & Advisory role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).