Vice President, Wealth Planner

The Vice President, Wealth Planner at J.P. Morgan Wealth Management provides comprehensive wealth planning advice to clients, leveraging expertise in tax and trusts & estates laws to identify opportunities across the wealth continuum. The role involves partnering with advisors and field leadership to execute regional strategies, educate clients on planning opportunities, and promote the firm's sophistication to external influencers. This position requires strong communication skills, independent initiative, and a deep understanding of financial planning and concentrated position management.