J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

Executive Director, Wealth Planner Wealth Planning & Advice is a group of experts 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 a deep understanding of tax and trusts & estate laws and 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.

Required qualifications, capabilities, and skills:4-year college degree and either J.D., LLM or CPASelf-starter with natural curiosity for individual planning and people 7+ years of practice as a trusts & estates or tax lawyer or CPAExcellent attention to detail with strong written and oral communication skills Strong team player with a predisposition to service function 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 circumstance 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 qualifications, capabilities, and skills: Series 7 & 66 required (may be fulfilled within 6 months of assuming role) Strong working knowledge of Microsoft Office suite