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

Wealth Planning & Advice is a group of professionals with expertise 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 an understanding of tax and trusts & estate laws and relevant financial planning concepts including retirement, cash flow, insurance, equity compensation, charity, wealth transfer and more.

You 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.

Experience and proficiency in financial planning software and tools to help clients better understand their goals and outcomes in various scenarios is a must.

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 financial, tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, business succession, and pre-liquidity transaction planning


* Partner with field leadership and Practice Management to integrate financial, 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


* W...