Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in 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 on-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to 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) will also be 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 be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
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 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
Required qualifications, capabilities, and skills:
- 4-year college degree and either J.D., LLM or CPA
- 7 plus years of practice as a trusts & estates or tax lawyer or CPA
- 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
Preferred qualifications, capabilities, and skills:
- Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
- Strong working knowledge of Microsoft Office suite
ABOUT USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.
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 at 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. Visit our FAQs for more information about requesting an accommodation.
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ABOUT THE TEAMOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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