Wealth Strategy Director — Trusts & Tax

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to provide wealth planning advice across various financial areas. This role requires expertise in tax and trusts, with responsibilities including developing strategies and serving as a resource for financial advisors.

Qualified candidates will have a minimum of 7 years experience, strong communication abilities, and a collaborative approach. The position offers opportunities for business development within the wealth management spectrum.

Qualifications

• Minimum 7+ years as a tax lawyer, CPA, or CFP.
• Excellent written and oral communication skills.
• Self-starter with strong initiative and curiosity.

Responsibilities

• Work with divisional and leadership teams on content.
• Serve as a resource for tax and trust strategies.
• Maintain knowledge of federal and state tax laws.

Skills

Trusts & estates knowledge

Tax planning

Strong communication skills

Detail-oriented

Sales and business development

Education

4-year college degree

J.D., LLM, CPA or CFP

Tools

Microsoft Office Suite

Job description

JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to provide wealth planning advice across various financial areas. This role requires expertise in tax and trusts, with responsibilities including developing strategies and serving as a resource for financial advisors.

Qualified candidates will have a minimum of 7 years experience, strong communication abilities, and a collaborative approach. The position offers opportunities for business development within the wealth management spectrum.