Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. 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.

As Executive Director - Wealth Planner within J.P. Morgan Wealth Management Wealth Planning & Advice, you will use your deep understanding of tax and trust & estate laws to simplifying complex legal concepts for clients and advisors, and being part of a team specializing in trusts & estates, tax planning, financial planning, and related areas. The job requires working closely with advisors and clients, educating them about wealth planning opportunities, and staying updated on tax laws. The role also involves collaborating with Advisors to develop business opportunities. The candidate must have excellent communication skills, a strong initiative, a deep understanding of tax and trust & estate laws, and a natural curiosity for people, planning, and the wealth management industry. 

Job Responsibilities:

Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topicsServe as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planningPartner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based adviceMaintain up-to-date knowledge of both federal and state tax laws relating to our areas of focusPromote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneysWork with Advisors to develop business opportunities with new and existing clientsProvide unbiased comprehensive and customized wealth planning advice to clients and prospective clientsMust be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plusActively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the fieldTravel to local and out of state branches, as needed

 Required qualifications, capabilities, and skills:

4-year college degree and either J.D, LLB, CPA or CFP7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial plannerSelf-starter with natural curiosity for individual planning and peopleExcellent attention to detail with strong written and oral communication skillsStrong team player with a predisposition to service functionAbility to drive business results with broad background in trust and estate planning issuesA strong self-motivated individual who can work closely with Advisors without daily contact with a direct managerStrong presentation skills in one-on-one and group meetingsExperience and ability in understanding clients’ financial situations and personal circumstancesMust be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

Series 7 & 66 required (may be fulfilled within 4 months of assuming role)Strong working knowledge of Microsoft Office suiteExperience with financial planning software a plus

 

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.