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

About the role

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 will work on-on-one with clients in appropriate circumstances.

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 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
• 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 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

Qualifications

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