Executive Director, Wealth Planning & Trusts

Fairygodboss; Miami (FL); On-site; USD 180,000 - 240,000; Full time

Job summary

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals through wealth planning, tax and estate strategies and coordinated advisory teams. As an Executive Director, Wealth Planner within J.P.

Morgan Wealth Management, you will translate complex tax and estate laws into clear guidance for clients and advisors, and work with field leadership to implement regional strategies.

Qualifications

• 4-year college degree and JD/LL.M. or CPA.
• Strong advisory and planning capabilities for complex trust and estate matters.
• Experience in wealth planning, tax and estate strategies.

Responsibilities

• Work with divisional leadership to develop and present content on wealth management topics.
• Serve as a resource in tax and trust & estate planning strategies and concentrated position management.
• Partner with field leadership to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of federal and state tax laws.
• Promote the firm's knowledge and sophistication to external centers of influence.
• Work with Advisors to develop business opportunities with clients.
• Provide unbiased comprehensive wealth planning advice to clients and prospects.
• Collaborate with Advisors and clients across wealth spectrum on planning strategies.
• Travel to local and out-of-state branches as needed.

Skills

JD/LL.M./CPA

Trusts & Estates

Tax knowledge

Communication skills

Attention to detail

Team player

Business development

Presentation skills

Education

JD/LL.M./CPA

Tools

MS Office

Job description

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals through wealth planning, tax and estate strategies and coordinated advisory teams. As an Executive Director, Wealth Planner within J.P.

Morgan Wealth Management, you will translate complex tax and estate laws into clear guidance for clients and advisors, and work with field leadership to implement regional strategies.