VP of Strategic Wealth Planning & Advisory

Testing Site - JPMC

Boston (MA)

On-site

USD 180,000 - 260,000

Full time

14 days+

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Job summary

J.P. Morgan Wealth Management in Boston seeks a Vice President, Wealth Planner with deep knowledge of tax and trust & estate laws to educate clients and advisors. You will translate complex concepts into simple guidance and work with field leadership to execute regional strategies.

A 4-year degree and CFP/CPA/JD/LLM are required; travel to branches is expected; you will coach colleagues and develop opportunities with Advisors.

Qualifications

4-year college degree required with professional certifications (CFP/CPA/JD/LLM) preferred.
Strong written and verbal communication, attention to detail, and client service mindset.
Ability to coach colleagues and collaborate with Financial Advisors.

Responsibilities

Develop and present wealth management content to clients and field leadership.
Serve as a resource on tax and trust & estate planning strategies for the USWM field.
Integrate estate and tax concepts into goals-based advice with leadership support.
Maintain up-to-date knowledge of federal and state tax laws.
Promote JPMorgan Knowledge to external centers of influence like accountants and attorneys.
Develop business opportunities with Advisors and clients.
Provide unbiased, comprehensive wealth planning advice across the wealth spectrum.
Support planning ideas and industry trends within the team.
Travel to local and out-of-state branches as needed.