Executive Director Wealth Planning amp Advice Wealth Planner

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Executive Director Wealth Planning & Advice, Wealth Planner
Responsibilities: Work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as a resource to the USWM 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. 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, corporate executive issues and concentrated stock management is a plus. Active participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field. Mentor junior team members. Travel to branches, as needed.

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