Wealth Planner Exec Director: Tax & Estate Strategy
next frontier capitalOrlando (FL)
Wealth Planner Exec Director: Tax & Estate Strategy
Posted yesterday
next frontier capitalOrlando (FL)
SENIORITY
Manager
About the role
J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to apply deep knowledge of tax and trusts and estates to client and advisor conversations.
You will translate complex concepts into clear guidance and coordinate with field leadership to implement regional strategies. You will lead content development on wealth planning topics, advise on sophisticated tax and estate strategies, and travel to local and out-of-state branches as needed.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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