Executive Director, Wealth Planning & Strategy

JPMorgan Chase; New York (NY); On-site; USD 209,000 - 300,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking an Executive Director, Advanced Planner in New York. The role requires deep knowledge of tax and trusts laws, effective communication with clients and advisors, and the ability to develop business opportunities.

The ideal candidate will have a minimum of 7 years' experience in trusts & estates or tax law and must demonstrate strong initiative, attention to detail, and client understanding. Benefits include competitive salary and a range of employee programs.

Qualifications

• Minimum 7+ years of practice as a trusts & estates or tax lawyer, CPA or CFP.
• Self-starter with natural curiosity for individual planning and people.
• Strong team player with a predisposition to service function.
• Experience and ability in understanding clients' financial situations.

Responsibilities

• Work with divisional leadership to develop and present content.
• Serve as a resource for both simple and sophisticated tax and trust & estate planning strategies.
• Maintain up-to-date knowledge of federal and state tax laws.
• Provide unbiased comprehensive and customized wealth planning advice.

Skills

Trusts & Estates Law

Tax Planning

Financial Planning

Communication Skills

Attention to Detail

Presentation Skills

Education

4-year college degree and either J.D., LLM, CPA or CFP

Tools

Microsoft Office Suite

Job description

JPMorgan Chase is seeking an Executive Director, Advanced Planner in New York. The role requires deep knowledge of tax and trusts laws, effective communication with clients and advisors, and the ability to develop business opportunities.

The ideal candidate will have a minimum of 7 years' experience in trusts & estates or tax law and must demonstrate strong initiative, attention to detail, and client understanding. Benefits include competitive salary and a range of employee programs.