Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner
JPMorgan Chase
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How this pay compares to similar roles
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
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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At a glance
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.
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