Executive Director, Wealth Planning & Trusts

JPMorgan Chase & Co.; San Francisco (CA); Vor Ort; USD 250.000 - 380.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear client guidance, collaborating with advisors and leaders.

You will lead content development on wealth management topics, support field leadership, and drive regional strategies, with travel to branches as needed.

Requires JD/LLB/CPA/CFP and 7+ years in trusts & estates, strong presentation and client coaching skills, and a proactive, ethical approach.

Qualifikationen

• Requires a 4-year college degree and professional designation (J.D./LL.B./CPA/CFP).
• Extensive experience in trusts & estates law or tax advisory (7+ years).
• Strong understanding of wealth planning concepts and client-focused advisory.

Aufgaben

• Develop and present content on wealth management topics with leadership.
• Serve as a tax and trust & estate planning resource for field teams and clients.
• Collaborate with leadership to integrate planning concepts into goals-based advice.
• Maintain up-to-date knowledge of federal and state tax laws relevant to focus areas.
• Promote knowledge to external centers of influence, including accountants and attorneys.
• Develop business opportunities with new and existing clients.
• Provide unbiased, comprehensive wealth planning advice to diverse clients.
• Engage with clients across the wealth spectrum for planning and transfer strategies.
• Proactively propose planning ideas and industry trends with the team.
• Travel to local and out-of-state branches as needed.

Kenntnisse

Trusts & Estates

Tax planning

Financial planning

Presentation skills

Client advisory

Ausbildung

J.D./LL.B./CPA/CFP

Tools

Financial planning software

Jobbeschreibung

JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear client guidance, collaborating with advisors and leaders.

You will lead content development on wealth management topics, support field leadership, and drive regional strategies, with travel to branches as needed.

Requires JD/LLB/CPA/CFP and 7+ years in trusts & estates, strong presentation and client coaching skills, and a proactive, ethical approach.