J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor
JP Morgan Chase
Private Banking
San Francisco, CA - USA
Vice President
Experteer Overview
In this role you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to clients and advisors, while aligning with field leadership to advance regional wealth-planning strategies. You will engage across the wealth spectrum, integrating estate planning concepts into advice and supporting pre-liquidity and concentrated position planning. This is a high-impact position in a collaborative, growth-focused environment that values integrity and client-first service.
Compensation / Benefits
- base salary
- incentive compensation (commission/bonuses)
- comprehensive health care
- retirement savings plan
- tuition reimbursement
- mental health support
Responsibilities
- Develop and present content on wealth management topics with divisional and WP&A leadership
- Serve as a resource on tax and trust & estate planning, concentrated position management, and executive services
- Partner with field leadership to integrate planning concepts into goals-based advice
- Maintain up-to-date knowledge of federal and state tax laws related to focus areas
- Promote JPMorgan knowledge to outside centers of influence (accountants and attorneys)
- Develop business opportunities with Advisors and clients
- Provide unbiased comprehensive wealth planning advice to clients and prospects
- Collaborate in team discussions to propose planning ideas and industry trends
- Travel to local and out-of-state branches as needed
Key requirements
- Bachelor (4-year college degree) and either J.D, LLB, CPA or CFP
- 7+ years of experience in trusts & estates law, tax advisory, or financial planning
- Knowledge of securities-based compensation, pre-liquidity planning, and concentrated position management (e.g., 10b5-1 plans, derivatives, exchange funds)
- Comfort working with clients across the wealth spectrum; experience with tax and wealth transfer strategies
- Ability to drive business results with broad trust & estate planning knowledge
- Strong self-motivation and ability to work with Advisors with limited direct supervision
- Excellent presentation skills in one-on-one and group settings
- Ability to understand clients’ financial situations and personal circumstances
- Strong partnership skills and ability to coach colleagues, Advisors, and clients
- High ethical standards and client-first mindset
Description
In this role you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, no…
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