Executive Director, Wealth Planning & Trusts

Next Frontier Capital; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase's Wealth Management division seeks an Executive Director, Advanced Planner to master tax and trusts & estate laws and translate them clearly for clients and advisors. You will partner with field leadership to solidify regional wealth strategies and deliver sophisticated planning across investments, banking, and lending platforms.

The role requires 7+ years in trusts & estates or tax law, with JD/LLM/CPA/CFP equivalents, outstanding communication, and strict client advocacy.

Qualifications

• Minimum 7+ years of practice in trusts & estates or tax law, CPA or CFP.
• Excellent written and oral communication skills.
• Strong collaboration and service mindset with clients and advisors.
• Highest ethical standards with integrity in clients' best interests.

Responsibilities

• Develop and present content across wealth management topics for field leadership.
• Serve as a resource on simple and advanced tax and trust & estate planning strategies.
• Integrate estate and tax planning concepts into goals-based advice with field teams.
• Maintain up-to-date knowledge of federal and state tax laws.
• Promote knowledge and sophistication to outside centers of influence.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased, comprehensive wealth planning advice to clients and prospects.
• Travel to local and out-of-state branches as needed.

Skills

Trusts & Estates

Tax Planning

Client communication

Communication

Team collaboration

Attention to detail

Presentation skills

Education

J.D., LLM, CPA or CFP

Tools

Microsoft Office

Job description

JPMorgan Chase's Wealth Management division seeks an Executive Director, Advanced Planner to master tax and trusts & estate laws and translate them clearly for clients and advisors. You will partner with field leadership to solidify regional wealth strategies and deliver sophisticated planning across investments, banking, and lending platforms.

The role requires 7+ years in trusts & estates or tax law, with JD/LLM/CPA/CFP equivalents, outstanding communication, and strict client advocacy.