J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor
About The Position
J.P. Morgan Wealth Management’s Wealth Planning & Advice group provides expertise in trusts and estates, tax and financial planning, and related matters for individuals and their entities. The group works with advisors and clients to explain wealth-planning opportunities ranging from straightforward planning concepts to sophisticated trust strategies, offering intellectual capital across the wealth continuum and working one-on-one with clients when appropriate. As Executive Director, Wealth Planner, you will use your understanding of tax and trust-and-estate laws to explain complex information clearly to clients, advisors, and field leadership. You will take a goal-oriented approach, learn the investment, banking, and lending products and platforms available to advisors, and use that knowledge to identify client issues and opportunities. You will also collaborate with field management on regional strategies and their execution. Success calls for curiosity about people, planning, and wealth management, as well as initiative and responsiveness.
Requirements
- Four-year college degree and either a J.D., LL.B., CPA, or CFP.
- More than seven years of practice as a trusts-and-estates lawyer, tax advisor, or financial planner.
- Knowledge of securities-based compensation, pre-liquidity planning, and concentrated-position management, including topics such as 10b5-1 plans, derivative-based transactions, and exchange funds.
- Comfort working with individuals across the wealth spectrum and experience with tax and wealth-transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
- Ability to drive business results with a broad background in trust and estate planning.
- Self-motivated and able to work closely with advisors without daily contact with a direct manager.
- Strong presentation skills for one-on-one and group meetings.
- Experience understanding clients’ financial situations and personal circumstances.
- Strong partnership skills and ability to coach colleagues, Financial Advisors, and clients.
- High ethical standards and commitment to acting in clients’ best interests.
- Series 7 and 66 licenses are required, but may be obtained within four months of assuming the role.
Nice To Haves
- Familiarity with financial planning, investments, corporate executive issues, and concentrated-stock management.
- Experience with 10b5-1 plans, derivative-based transactions, exchange funds, and concentrated-stock management.
- Experience with financial-planning software.
Responsibilities
- Develop and present wealth-management content with divisional and Wealth Planning & Advice leadership.
- Serve as a resource to the field on tax and trust-and-estate planning strategies, 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 current knowledge of relevant federal and state tax laws.
- Promote J.P. Morgan’s knowledge and capabilities to outside centers of influence, primarily accountants and attorneys.
- Work with advisors to develop business opportunities with new and existing clients.
- Provide unbiased, comprehensive, customized wealth-planning advice to clients and prospective clients.
- Work with individuals across the wealth spectrum and apply tax and wealth-transfer strategies.
- Participate in team discussions and proactively propose planning ideas and industry trends for sharing with the field.
- Travel to local and out-of-state branches as needed.
- Coach colleagues, Financial Advisors, and clients.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
