Senior Director, Wealth Planning & Advisory

Testing Site - JPMC; Houston (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking an Executive Director, Wealth Planner to lead advanced tax and trusts & estate planning initiatives for high-net-worth clients across the U.S.

You will translate complex tax and estate concepts into clear guidance for clients and advisors, partnering with field leadership to execute regional strategies. The role requires a strong track record in trust and estate planning, CPA/JD/LLM, and excellent communication and presentation skills, with willingness to

Qualifications

• 4-year college degree and professional designation (J.D./LL.M./CPA) required.
• Proven ability to translate complex tax and estate rules for clients and advisors.
• Demonstrated experience in trust and estate planning and wealth transfer strategies.

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 tax and trust & estate planning strategies as well as in concentrated position management
• 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 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 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

Skills

Self-starter with curiosity for wealth

Attention to detail

Strong presentation skills

Team player and service mindset

Drive business with trust & estate ac

Independent initiative with Advisors

High ethical standards

Education

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

Tools

Microsoft Office Suite

Job description

J.P. Morgan Wealth Management is seeking an Executive Director, Wealth Planner to lead advanced tax and trusts & estate planning initiatives for high-net-worth clients across the U.S.

You will translate complex tax and estate concepts into clear guidance for clients and advisors, partnering with field leadership to execute regional strategies. The role requires a strong track record in trust and estate planning, CPA/JD/LLM, and excellent communication and presentation skills, with willingness to