J.P Morgan Wealth Management- Executive Director, Wealth Planner

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, Wealth 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, the individual 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 ...