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, financial planning, and related matters for individuals and their entities. It works with advisors and clients to explain wealth-planning opportunities, from asset titling and beneficiary designations to advanced trust strategies, and provides planning guidance across the wealth continuum. As an Executive Director, Wealth Planner, you will apply your knowledge of tax and trust and estate laws to explain complex topics clearly to clients, advisors, and field leadership. You will take a goal-oriented approach to client engagement, develop familiarity with investment, banking, and lending products and platforms, and identify planning opportunities. You will also collaborate with field management on regional strategies and their execution. Success requires curiosity about people, planning, and wealth management, as well as initiative and responsiveness.
Requirements
- A four-year college degree and a J.D., LL.B., CPA, or CFP.
- Seven or more 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 restricted stock, employee stock options, performance share units, 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-motivation and ability to work closely with advisors without daily contact with a direct manager.
- Strong presentation skills for one-on-one and group meetings.
- Experience and ability in understanding clients’ financial situations and personal circumstances.
- Ability to coach colleagues, financial advisors, and clients, with very strong partnership skills.
- High ethical standards, integrity, and commitment to working in clients’ best interests.
Nice To Haves
- Series 7 and 66 licenses; these may be fulfilled within four months of assuming the role.
- Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management.
- Knowledge of 10b5-1 plans, derivative-based transactions, exchange funds, and concentrated stock management.
- Experience with financial planning software.
Responsibilities
- Work with divisional and Wealth Planning & Advice leadership to develop and present content on wealth management topics.
- Serve as a resource to the JPMWM field on tax and trust and estate 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 federal and state tax laws relevant to the areas of focus.
- 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, 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 to share with the field.
- Travel to local and out-of-state branches as needed.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- 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
Senior
