Executive Director, Advanced Planner (Wealth Strategist)

What you'll do

• Provide comprehensive and customized wealth planning advice to clients across the entire wealth spectrum.
• Serve as a technical resource for field leadership on tax, trust, estate, and concentrated position management strategies.
• Develop and present educational content regarding complex wealth management topics for internal and external audiences.
• Partner with field leadership to integrate estate and tax planning concepts into goals-based advice.
• Promote J.P. Morgan’s expertise to outside centers of influence, specifically accountants and attorneys.
• Collaborate with advisors to identify and develop business opportunities with new and existing clients.
• Propose innovative planning ideas and industry trends during team discussions to be shared with the field.
• Translate complex tax and estate laws into simple, non-technical language for clients and internal staff.

What we're looking for

• A 4-year college degree and either a J.D., LLM, or CPA is required.
• Candidates must have practice as a trusts & estates lawyer or CPA.
• Must possess strong written and oral communication skills to explain complex topics in simple terms.
• Ability to provide comprehensive wealth planning advice across the entire wealth spectrum is required.
• Experience with tax and wealth transfer strategies is required.
• Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management is preferred.
• Knowledge of securities-based compensation, pre-liquidity planning, and concentrated position management is preferred.
• Series 7 & 66 licenses are preferred (may be fulfilled within 6 months).