Executive Director, Advanced Planner (Wealth Strategist)

Responsibilities

• Work with divisional and WP&A leadership to develop and present content on wealth management topics
• Serve as a resource for tax, trust & estate planning, and concentrated position management
• Partner with field leadership to integrate estate and tax planning into goals-based advice
• Maintain up-to-date knowledge of federal and state tax laws
• Promote J.P. Morgan’s expertise to outside centers of influence like accountants and attorneys
• Provide customized wealth planning advice to clients and prospective clients
• 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/advisors
• High ethical standards and integrity

Preferred Qualifications

• Series 7 & 66 licenses (can be obtained within 6 months)
• Strong working knowledge of Microsoft Office suite

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.