Wealth Planner Exec Director: Tax & Estate Strategy

Next Frontier Capital; Orlando (FL); On-site; USD 180,000 - 280,000; Full time

Job summary

J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to apply deep knowledge of tax and trusts and estates to client and advisor conversations.

You will translate complex concepts into clear guidance and coordinate with field leadership to implement regional strategies. You will lead content development on wealth planning topics, advise on sophisticated tax and estate strategies, and travel to local and out-of-state branches as needed.

Qualifications

• 4-year college degree and either J.D., LLM or CPA
• 7+ years of practice as a trusts & estates or tax lawyer or CPA
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service function
• Ability to drive business results with broad background in trust and estate planning issues
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
• Strong presentation skills in one on one and group meetings
• Experience and ability in understanding clients’ financial situations and personal circumstance
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest
• Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
• Strong working knowledge of Microsoft Office suite

Responsibilities

• Develop and present content across different wealth management topics
• Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
• Promote J.P. Morgan’s knowledge and sophistication 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 to clients and prospective clients
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
• Travel to local and out of state branches, as needed
• Must have Series 7 & 66
• Strong MS Office knowledge

Skills

Estate planning

Tax law

Client communication

Team collaboration

Regulatory compliance

Education

J.D./LL.M./CPA

Job description

J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to apply deep knowledge of tax and trusts and estates to client and advisor conversations.

You will translate complex concepts into clear guidance and coordinate with field leadership to implement regional strategies. You will lead content development on wealth planning topics, advise on sophisticated tax and estate strategies, and travel to local and out-of-state branches as needed.