Senior Wealth Planner & Trusts Leader

Aumni; San Jose (CA); Presencial; USD 190.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation package

Descripción de la vacante

JPMorgan Chase is seeking an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear guidance for clients and advisors. You will collaborate with field management to shape regional strategies and provide leadership in planning across a broad wealth spectrum.

The role requires 7+ years in trusts & estates, CPA/JD/CFP credentials, and strong presentation and coaching abilities. Travel to branches is expected as part of client engagement.

Formación

• 4-year college degree and either J.D, LLB, CPA or CFP.
• 7+ years of experience as a trusts & estates lawyer, tax advisor, or financial planner.
• Comfortable working with individuals across the wealth spectrum and experienced in tax and wealth transfer strategies.
• Strong presentation skills in one-on-one and group meetings.
• Ability to coach colleagues, Financial Advisors and clients.

Responsabilidades

• Develop and present content across wealth management topics with leadership.
• Serve as a resource to JPMWM field in tax and trust & estate planning strategies and in 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 relating to focus areas.
• Promote knowledge 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.
• Travel to local and out-of-state branches, as needed.

Educación

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

Herramientas

Financial planning software

Descripción del empleo

JPMorgan Chase is seeking an Executive Director, Wealth Planner to translate complex tax and trust & estate concepts into clear guidance for clients and advisors. You will collaborate with field management to shape regional strategies and provide leadership in planning across a broad wealth spectrum.

The role requires 7+ years in trusts & estates, CPA/JD/CFP credentials, and strong presentation and coaching abilities. Travel to branches is expected as part of client engagement.