J.P. Morgan Wealth Management - Executive Director-Wealth Planner
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Job Location:
San Francisco, CA - USA
Monthly Salary:
$ 204000 - 285000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 one-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 the Executive Director Wealth Planner within J.P. Morgan Wealth Management you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple non-technical manner to both clients and advisors as well as field leadership. You will adopt a goal-oriented approach when engaging with clients which involves familiarizing yourself with the various investment banking and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people planning and the wealth management industry along with independent initiative and responsiveness are essential qualities for success in this role.
Job 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. Morgans 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.
Required qualifications capabilities and skills:
- 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 qualifications capabilities and skills:
- 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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
Director
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
