Senior Wealth Planner & Trusts Strategist

J.P. Morgan; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US.

You will translate complex concepts into plain language while partnering with field leadership to solidify regional strategies and drive sophisticated planning opportunities. With 7+ years in trusts & estates or tax planning and a professional designation, you will coach colleagues, advisors, and clients, maintain current tax

Qualifications

• Must have 4-year college degree and J.D., LLM, CPA or CFP.
• Minimum 7+ years of practice in trusts & estates or tax planning.
• Proven ability to communicate complex tax and estate concepts clearly.

Responsibilities

• Develop and present content on wealth management topics with leadership.
• Serve as a tax and trust planning resource to advisors and clients across USWM.
• Integrate estate and tax planning concepts into goals-based advice with field leadership.
• Maintain up-to-date knowledge of federal and state tax laws related to focus areas.
• Promote JPMorgan knowledge to external centers of influence, like accountants and attorneys.
• Grow business opportunities with new and existing clients through collaborative planning.
• Provide unbiased, customized wealth planning advice to clients and prospects.

Skills

Self-starter

Attention to detail

Presentation skills

Coaching

Strong communication

Ethical standards

Education

4-year degree + JD/LLM/CPA/CFP

Tools

Microsoft Office

Job description

J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US.

You will translate complex concepts into plain language while partnering with field leadership to solidify regional strategies and drive sophisticated planning opportunities. With 7+ years in trusts & estates or tax planning and a professional designation, you will coach colleagues, advisors, and clients, maintain current tax