J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor

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 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 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 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.
• Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
• 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

• A 4-year college degree and either J.D., LLB, CPA, or CFP.
• 7+ years of practice as a trusts & estates lawyer, tax advisor, or financial planner.
• 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).
• Comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
• Ability to drive business results with broad background in trust and estate planning issues.
• 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 4 months of assuming role).
• Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus.
• Experience with financial planning software a plus.
• 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus.