Executive Director, Advanced Planner (Wealth Strategist)

JPMorgan Chase

Quick summary

Work type
On-site
Location
Washington, DC
Salary
$209,000–$300,000 / yr
Posted
12 days ago

Market check

Salary context

Above market

How this pay compares to similar roles

Similar $176k
This role $254k
$114k most similar roles pay here $320k

This role pays more than 90% of similar roles. Most pay $134,125–$218,500 — the shaded band above. At the midpoint, this role pays about $254k versus about $176k for comparable roles.

Based on 240 similar postings.

Employer

About JPMorgan Chase

JPMorgan Chase & Co. is a global financial services firm and one of the largest banks in the world, offering investment banking, commercial banking, asset management, and consumer financial services.

JPMorgan Chase currently has 368 open roles on FindRole.

Listed pay typically runs $152,000–$215,000 across 198 roles with salary data.

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View all roles at JPMorgan Chase

At a glance

TL;DR · Executive Director, Advanced Planner (Wealth Strategist)

As an Executive Director, Advanced Planner at J.P. Morgan Wealth Management in Washington D.C., you will join a team dedicated to providing sophisticated wealth planning and advice services. Your role involves developing and presenting content on various wealth management topics, serving as a resource for tax and trust & estate planning strategies, and collaborating with field leadership to integrate these concepts into client advisory goals. You must maintain expertise in federal and state tax laws, promote the firm’s knowledge externally, and work closely with advisors to identify business opportunities. Key skills include strong communication, presentation abilities, and experience in financial planning and concentrated stock management. The position requires a 4-year degree plus J.D., LLM, or CPA, along with at least seven years of relevant practice experience.

What you'll do

  • Develop and present content on wealth management topics for divisional leadership.
  • Serve as a resource for tax and trust & estate planning strategies for advisors.
  • Integrate estate and tax planning concepts into goals-based advice with field teams.
  • Maintain knowledge of federal and state tax laws relevant to wealth management.
  • Promote J.P. Morgan’s expertise in tax and trusts to external professionals like accountants.
  • Work with Advisors to identify business opportunities with new and existing clients.
  • Provide comprehensive, customized wealth planning advice to clients across the wealth spectrum.

What we're looking for

  • 7+ years of experience as a trusts & estates lawyer or CPA
  • Holds J.D., LLM, or CPA certification
  • Expertise in tax and trust & estate planning strategies
  • Strong communication skills for client and advisor engagement
  • Series 7 & 66 financial licenses required (within 6 months)
  • Proven ability to develop business opportunities with clients
  • Comprehensive knowledge of federal and state tax laws

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