Senior Wealth Planner & Trusts Strategy Leader

JPMorgan Chase & Co.; Florida; On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner with deep expertise in tax, trusts, and estate planning to educate clients and advisors across USWM.

The role requires communicating complex concepts in plain language and partnering with field leadership to implement regional strategies. The executive will travel to client sites, collaborate with advisors, and deliver tailored wealth planning solutions while maintaining the highest ethical standards and client

Qualifications

• Requires a 4-year college degree and either J.D., LLM or CPA.
• 7+ years of practice in trusts & estates or tax law or as a CPA.
• Excellent written and oral communication with strong attention to detail.

Responsibilities

• Develop and present content on wealth management topics with divisional leadership.
• Serve as a resource to field on tax, trust & estate planning strategies and pre-liquidity planning.
• Integrate estate and tax planning concepts into goals-based advice with field leadership.
• Maintain up-to-date knowledge of federal and state tax laws relevant to focus areas.
• Promote knowledge to outside centers of influence such as accountants and attorneys.
• Develop business opportunities with new and existing clients with Advisors.

Skills

Wealth planning experience

Trusts & estates

Tax planning

Communication skills

Leadership

Education

4-year college degree + J.D./LL.M./CPA

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner with deep expertise in tax, trusts, and estate planning to educate clients and advisors across USWM.

The role requires communicating complex concepts in plain language and partnering with field leadership to implement regional strategies. The executive will travel to client sites, collaborate with advisors, and deliver tailored wealth planning solutions while maintaining the highest ethical standards and client