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About the Role

As an Executive Director, Advanced Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trusts & estate laws to communicate complex information simply and effectively to clients and advisors. You will adopt a goal-oriented approach, learning about available products and platforms to identify client needs and opportunities. Additionally, you will partner with field management to develop and execute regional strategies.

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 areas of tax and trust & estate planning, 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 federal and state tax laws
Promote J.P. 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
Actively participate in team discussions to proactively propose planning ideas and industry trends
Travel to local and out of state branches, as needed

Requirements

4-year college degree and either J.D., LLM or CPA
7 plus 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 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 circumstance
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

Skills

Taxation of entities, estates and trusts
Securities-based compensation (restricted stock, employee stock options, performance share units, etc.)
Pre-liquidity planning
Concentrated position management (e.g., 10b5-1 plans, derivative-based transactions, exchange funds)
Communication of tax and trusts & estate laws in a simple, non-technical way
Goal-oriented approach
Understanding of investment, banking and lending products and platforms
Microsoft Office suite

Experience Level

7 plus years of practice as a trusts & estates or tax lawyer or CPA

Education Level

4-year college degree
J.D.
LLM
CPA

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Equal Opportunity

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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans