Platform Solutions VP: Tax-Smart RIAs
Job in
Apple Valley, San Bernardino County, California, 92307, USA
Listed on 2026-03-04
Listing for:
JPMorganChase
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial institution in California seeks a Platform Solutions Client Advisor to drive growth through tailored solutions for RIA clients. Responsibilities include managing tax strategies, promoting investment solutions, and fostering relationships with various stakeholders. A minimum of 10 years in client engagement and expertise in tax management are required. The role necessitates teamwork, remarkable interpersonal skills, and a proactive approach to innovation.
Enjoy comprehensive benefits and a competitive salary in a dynamic environment.
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