Executive Director — Wealth Planning & Trusts Strategist

JPMorgan Chase & Co.; Florida; Presencial; USD 250 000 - 450 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. Wealth Management seeks an Executive Director to bring deep knowledge of tax and trusts & estate laws to clients and advisors.

You will communicate complex planning concepts simply, partnering with field leadership to execute regional strategies and engage clients with a goal-oriented approach. You will need independence, initiative, and the ability to work with Advisors, CPAs, and attorneys across the USWM network.

Qualificações

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

Responsabilidades

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
• Serve as a resource to the USWM field in tax and trust & estate planning strategies as well as concentrated position management, corporate executive services, and pre-liquidity planning.
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of federal and state tax laws relating to our focus areas.
• Promote JPMorgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased comprehensive wealth planning advice to clients and prospects.
• Must be comfortable with a broad wealth spectrum and have experience with tax and wealth transfer strategies.
• Actively participate in team discussions to propose planning ideas and industry trends.
• Travel to local and out-of-state branches as needed.

Conhecimentos

Self-starter

Curiosity for clients

Communication skills

Presentation skills

Team player

Drive for results

Formação académica

J.D., LLM or CPA

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics

• Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning

• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice

• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus

• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys

• Work with Advisors to develop business opportunities with new and existing clients

• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients

• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus

• Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field

• Travel to local and out of state branches, as needed

Required qualifications, capabilities, and skills:

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

• Self-starter with natural curiosity for individual planning and people

• 7+ years of practice as a trusts & estates or tax lawyer or CPA

• Excellent attention to detail with strong written and oral communication skills

• Strong team player with a predisposition to service function

• Ability to drive business results with broad background in trust and estate planning issues

• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager

• Strong presentation skills in one on one and group meetings

• Experience and ability in understanding clients’ financial situations and personal circumstance

• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)

• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 6 months of assuming role)

• Strong working knowledge of Microsoft Office suite