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

About the role

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and work one-on-one with clients in appropriate circumstances.

Familiarity with the taxation of entities and of estates and trusts is useful but not required. 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) will be a plus.

As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way to clients, advisors, and field leadership. You should approach clients with a goal-oriented mindset and learn about the various products and platforms (investment, banking, and lending) available to advisors to identify issues and opportunities. You will partner with field management to solidify regional strategies and advise on execution.

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 both simple and sophisticated tax and trust & estate planning strategies, as well as 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.
• 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.

Requirements

• 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.
• Ability to drive business results with a 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 (strong partnership skills).
• Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest.
• Comfortable working with individuals across the entire wealth spectrum and experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues, and concentrated stock management is a plus.

Preferred Qualifications

• Series 7 & 66 required (may be fulfilled within 6 months of assuming role).
• Strong working knowledge of Microsoft Office suite.

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include:

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