JPMorgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

Job Overview

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split‑interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one‑on‑one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is useful but not required. Knowledge of securities‑based compensation (restricted stock, employee stock options, performance share units, etc.), pre‑liquidity planning, and concentrated position management (such as 10b5‑1 plans, derivative‐based transactions, and exchange funds) is a plus.

As an Executive Director, Advanced Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must communicate that knowledge in a simple, non‑technical way to clients, advisors, and field leadership. You will approach clients with a goal‑oriented mindset, learn about investment, banking, and lending platforms across U.S. Wealth Management, and identify issues and opportunities to engage with clients. You will partner with field management to develop regional strategies and advise the field on their execution. Demonstrated curiosity for people, planning, and the wealth‑management industry, independent initiative, and responsiveness are essential.

Job Responsibilities

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth‑management topics
• Serve as a resource to the U.S. Wealth Management field in simple and sophisticated tax and trust & estate planning strategies, 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 federal and state tax laws related 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
• 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 participate in team discussions to propose planning ideas and industry trends that can be shared with the field
• Travel to local and out‑of‑state branches as needed

Required Qualifications

• 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
• 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 circumstances
• 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 client's best interest

Preferred Qualifications

• Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
• Strong working knowledge of Microsoft Office suite

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. A range of benefits and programs—including comprehensive health‑care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more—are available to meet employee needs based on eligibility.

EEO Statement

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion in our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Equal Opportunity Employer / Disability / Veterans.