Executive Director, Advanced Wealth Planning & Strategy

JPMorgan Chase & Co.; Houston (TX); On-site; USD 180,000 - 300,000; Full time

Job summary

J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to lead sophisticated tax and trust/estate planning for individuals and entities. You will communicate complex concepts clearly to clients and advisors across USWM, aligning planning with strategic goals.

You will partner with field leadership to solidify regional strategies, develop content, and travel to branches as needed while coaching other professionals and staying current on tax laws.

Qualifications

• 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 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

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
• 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
• 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
• Actively participant 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

Skills

Self-starter

People-oriented

Strong communication

Presentation skills

Detail-oriented

Team player

Business results orientation

Coaching colleagues

Education

4-year degree with J.D./LLM/CPA

Tools

Microsoft Office

Job description

J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to lead sophisticated tax and trust/estate planning for individuals and entities. You will communicate complex concepts clearly to clients and advisors across USWM, aligning planning with strategic goals.

You will partner with field leadership to solidify regional strategies, develop content, and travel to branches as needed while coaching other professionals and staying current on tax laws.