J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

Executive Director, Advanced Planner – J.P. Morgan Wealth Management Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and related areas for individuals and their entities. Our role is to work with advisors and their clients to educate them about wealth planning opportunities, ranging from simple asset titling and beneficiary designations to complex instruments such as GRATs and split‑interest trusts. In this position you will develop and present content across wealth management topics, serve as a resource to the field in tax and trust & estate planning strategies, and integrate these concepts into goals‑based advice. You will also promote JP Morgan’s expertise to accountants, attorneys, and clients, and work with advisors to develop business opportunities. Job Responsibilities Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics Serve as a resource to the USWM 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 planning Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals‑based advice Maintain up‑to‑date knowledge of both federal and state tax laws relating to our areas of focus Promote JP Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys Work with Advisors to develop business opportunities with new and existing clients Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients Must 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 plus Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field Travel to local and out‑of‑state branches, as needed Required Qualifications, Capabilities, and Skills 4‑year college degree and either J.D., LLM or CPA 7+ years of practice as a trusts & estates or tax lawyer or CPA Self‑starter with natural curiosity for individual planning and people Excellent attention to detail with strong written and oral communication skills Strong team player with a predisposition to service function Ability to drive business results with a broad background in trust and estate planning issues A strong self‑motivated individual who can work closely with Advisors without daily contact with a direct manager Strong presentation skills in one‑on‑one and group meetings Experience and ability in understanding clients’ financial situations and personal circumstances Must 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 6 months of assuming role) Strong working knowledge of Microsoft Office suite Compensation and Benefits We offer a competitive total rewards package, including a base salary based on role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Comprehensive benefits include health care coverage, wellness programs, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Equal Opportunity Employer We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. #J-18808-Ljbffr JPMorganChase