Senior Wealth Planner & Estate Strategy Lead

Testing Site - JPMC; Atlanta (GA); On-site; USD 140,000 - 240,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CFP/CPA/JD/LLM

Self-starter

Attention to detail

Team player

Integrity

Presentation skills

Coaching skills

Independent initiative

Client finances

Strategic planning

Travel willingness

Education

4-year college degree

Tools

Microsoft Office

Job description

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.