Executive Director, Advanced Planner (Wealth Strategist)

Responsibilities

• Work with divisional leadership to develop and present content across wealth management topics
• Serve as a resource for tax, trust, and estate planning strategies, concentrated position management, and pre-liquidity planning
• Partner with field leadership to integrate estate and tax planning into goals-based advice
• Provide unbiased, customized wealth planning advice to clients and prospective clients
• Promote J.P. Morgan’s expertise to outside centers of influence, such as accountants and attorneys
• Travel to local and out of state branches as needed

Requirements

• 4-year college degree and either J.D., LLM, or CPA
• 7+ years of practice as a trusts & estates or tax lawyer or CPA
• Strong written and oral communication skills
• Ability to drive business results and coach colleagues and Financial Advisors
• High ethical standards and integrity

Preferred Qualifications

• Series 7 & 66 licenses (can be fulfilled within 6 months)
• Strong working knowledge of Microsoft Office suite
• Experience with concentrated stock management and corporate executive issues

About the Company

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.