VP, Wealth Planner - Strategic Trust & Tax Advisor

Testing Site - JPMC; Seattle (WA); Vor Ort; USD 180.000 - 280.000; Vollzeit

Zusammenfassung

J.P. Morgan Wealth Management seeks a Vice President, Wealth Planner to apply deep tax and estate law knowledge, delivering clear guidance to clients, advisors, and leadership. You will partner with platforms to identify opportunities and craft sophisticated planning strategies across the wealth continuum.

The role requires initiative, client-focused planning, and willingness to travel to local and out-of-state branches to deliver unbiased, customized wealth planning advice.

Qualifikationen

• 4-year college degree required; CFP/CPA/JD/LLM considered assets.
• Excellent written and verbal communication skills.
• Strong teamwork and client-service orientation.
• Ability to translate complex tax/estate concepts into clear guidance.

Aufgaben

• Develop and present wealth management content across topics.
• Serve as a resource for tax and trust & estate planning strategies.
• Collaborate with field leadership to integrate planning concepts into client goals.
• Maintain up-to-date knowledge of federal and state tax laws.
• Promote knowledge to external centers of influence.

Kenntnisse

Communication

Team player

Attention to detail

Client relationships

Ausbildung

4-year college degree

CFP

CPA

J.D./LL.M.

Tools

Microsoft Office

Jobbeschreibung

J.P. Morgan Wealth Management seeks a Vice President, Wealth Planner to apply deep tax and estate law knowledge, delivering clear guidance to clients, advisors, and leadership. You will partner with platforms to identify opportunities and craft sophisticated planning strategies across the wealth continuum.

The role requires initiative, client-focused planning, and willingness to travel to local and out-of-state branches to deliver unbiased, customized wealth planning advice.