J.P. Morgan Wealth Management - Vice President, 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

Familiarity with the taxation of entities and of estates and trusts is also 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 also be a plus.

Qualifications

• 4-year college degree and either CFP, CPA, J.D. or LLM
• 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 comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus

Skills

Series 7 & 66 required (may be fulfilled within 6 months of assuming role)

Benefits

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.