J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
JPMorgan Chase
Washington, D.C., US$217,777 - $217,777 est.Full-timePosted 14h ago
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., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continu…
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