Chase · 2 months ago
J.P. Morgan Wealth Management - Executive Director, Wealth Planner
1 Front St, San Francisco, CA, 94111, US
Full-time
Onsite
Senior Level
$204K/yr - $285K/yr
7+ years expChase is a leading financial services firm, and they are seeking an Executive Director, Wealth Planner for J.P. Morgan Wealth Management. This role involves leveraging expertise in tax and trust & estate laws to provide comprehensive wealth planning advice and develop strategies for client engagement.
BankingFinancial Services
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 JPMWM 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
Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies
Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
Travel to local and out of state branches, as needed
Qualification
Required
4-year college degree and either J.D, LLB, CPA or CFP
7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
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
Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues
Ability to drive business results with broad background in trust and estate planning issues
A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
Strong presentation skills in one-on-one and group meetings
Experience and ability in understanding clients' financial situations and personal circumstances
Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Preferred
Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
Experience with financial planning software a plus
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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