Executive Director, Wealth Planning & Tax Strategy

JPMorganChase

Houston (TX)

On-site

USD 180,000 - 300,000

Full time

4 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

JPMorgan Chase Wealth Management seeks an Executive Director, Wealth Planner to lead advanced tax and trusts & estate planning for individuals and entities, translating complex rules into clear guidance for clients and advisors. You will partner with regional leadership to align strategies across USWM.

Candidates should have 4-year degree plus JD/LLM/CPA and 7+ years in trusts & estates or tax; exceptional communication; strong ethics; and the ability to coach colleagues while driving

Qualifications

4-year college degree and either J.D., LLM or CPA.
7+ years of practice in trusts & estates or tax.
Strong communication and client-relations skills.
High ethical standards and integrity.

Responsibilities

Develop and present content across wealth management topics.
Serve as a resource to field on tax and trust & estate planning strategies.
Partner with field leadership to integrate concepts into goals-based advice.
Maintain up-to-date knowledge of federal and state tax laws.
Promote knowledge and sophistication to outside centers of influence.
Provide unbiased, customized wealth planning advice to clients.
Travel to local and out-of-state branches as needed.

Skills

Self-starter

Attention to detail

Team player

Drive results

Self-motivated

Presentation skills

Client financials

Coaching skills

Ethical standards

Education

JD/LLM/CPA

7+ years trusts & estates or tax

Tools

Microsoft Office

Job description

Candidates should have 4-year degree plus JD/LLM/CPA and 7+ years in trusts & estates or tax; exceptional communication; strong ethics; and the ability to coach colleagues while driving

Get your free, confidential resume review.

or drag and drop your file here.