Senior Wealth Planner & Estate Strategy LeaderJPMorganChase • San Francisco, CA, United States
Senior Wealth Planner & Estate Strategy Leader
JPMorganChase • San Francisco, CA, United States
1 day ago
Job type
- Full-time
Job description
A leading financial services firm in San Francisco is seeking an Executive Director, Wealth Planner to leverage tax and trust expertise. You'll work closely with clients and Advisors, providing tailored wealth planning strategies and developing business opportunities. Candidates should have a strong background in trusts & estates, financial planning, and securities-related compensation. This role benefits from excellent presentation skills and the ability to work independently.
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Wealth Planner • San Francisco, CA, United States
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