Wealth Planning Exec Director: Trusts & Tax Strategist

JPMorgan Chase & Co.; New York; Híbrido; USD 180 000 - 240 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to lead complex wealth planning for individuals and entities, translating tax and estate concepts into client-ready guidance.

You will collaborate with advisors and leadership to educate, engage, and execute strategies across investment, banking, and lending platforms, while staying current on federal and state laws and industry trends.

Qualificações

• 4-year college degree and either J.D., LLM, CPA or CFP.
• Minimum 7+ years of practice as a trusts & estates or tax lawyer, CPA or CFP.
• Self-starter with natural curiosity for individual planning and people.
• 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.

Responsabilidades

• Work with divisional leadership and WP&A leadership to 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

Conhecimentos

Self-starter

Strong communication

Attention to detail

Team player

Presentation skills

Client-service mindset

Coaching colleagues

Industry trends

Curiosity about people

Series 7/66

Formação académica

4-year college degree

J.D./LLM/CPA/CFP credential

Ferramentas

Microsoft Office

Descrição da oferta de emprego

JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to lead complex wealth planning for individuals and entities, translating tax and estate concepts into client-ready guidance.

You will collaborate with advisors and leadership to educate, engage, and execute strategies across investment, banking, and lending platforms, while staying current on federal and state laws and industry trends.