J.P. Morgan Wealth Management - Vice President, Wealth Planning and Advice

Testing Site - JPMC; Atlanta (GA); Vor Ort; USD 140.000 - 240.000; Vollzeit

Zusammenfassung

J.P. Morgan Wealth Management seeks a Vice President, Wealth Planner to deliver sophisticated tax and trust/estate planning insights in plain language to clients and advisors.

You will work with regional leadership to implement strategies and expand opportunities while traveling to branches as required. The role requires a 4-year degree and professional credentials (CFP/CPA/JD/LLM), strong communication, integrity, and a client-first mindset.

Qualifikationen

• 4-year college degree; CFP, CPA, JD, or LLM preferred.
• Self-starter with curiosity for individual planning and people.
• Strong written and oral communication skills.
• Team player with service orientation.
• Ability to drive business results in trust and estate planning.
• Independent, proactive with advisors and clients.
• Strong presentation skills in one-on-one and group settings.
• Ethical and client-first mindset.

Aufgaben

• Develop and present wealth management content with leadership.
• Serve as a resource on tax and 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 knowledge to outside centers of influence, primarily accountants and attorneys.
• Travel to local and out-of-state branches as needed.

Kenntnisse

CFP/CPA/JD/LLM

Self-starter

Attention to detail

Team player

Integrity

Presentation skills

Coaching skills

Independent initiative

Client finances

Strategic planning

Travel willingness

Ausbildung

4-year college degree

Tools

Microsoft Office

Jobbeschreibung

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 a Vice President, 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 CFP, CPA, J.D. or LLM
• Self-starter with natural curiosity for individual planning and people
• 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