1+ months

US Wealth Management - ED Wealth Planning & Advice—Wealth Planner- FL

Palm Beach, FL 33480
  • Job Code
The role works collaboratively with field leadership, Practice Management [and Goals-Based Planning] to provide wealth planning advice to clients and prospective clients and education and training to advisors. The successful candidate will have a thorough knowledge of trusts & estates and individual tax rules (primarily transfer tax, although income tax knowledge is a plus). Familiarity with the taxation of entities and of estates and trusts is also useful. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Ability and desire to mentor younger Wealth Planners will also be a critical component of the role.
Keyword: home%20lending


Posted: 2020-10-27 Expires: 2020-12-25

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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US Wealth Management - ED Wealth Planning & Advice—Wealth Planner- FL

JPMorgan Chase & Co.
Palm Beach, FL 33480

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