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. This role involves partnering with advisors and field leadership to develop regional strategies, educate clients on planning opportunities, and promote the firm's knowledge to outside centers of influence. The position requires a deep understanding of financial planning, concentrated position management, and corporate executive services to deliver customized solutions.