JPMorgan Chase & Co. is seeking a Vice President, Wealth Planning and Advice to join J.P. Morgan Wealth Management. In this role, you will leverage deep expertise in tax and trusts & estate laws to educate advisors and clients, develop strategies, and provide comprehensive, customized advice.
What You'll Do
- Work with divisional and Wealth Planning & Advice leadership to develop and present content across wealth management topics.
- Serve as a resource on tax and trust & estate planning strategies, 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 federal and state tax laws relevant to our focus areas.
- Promote J.P. Morgan’s knowledge and sophistication to external 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.
- Actively participate in team discussions to proactively propose planning ideas and industry trends for the field.
- Travel to local and out-of-state branches as needed.
What We're Looking For
- A 4-year college degree and either CFP, CPA, J.D. or LLM certification.
- A self-starter with natural curiosity for individual planning and people.
- Excellent attention to detail with strong written and oral communication skills.
Nice to Have
- Familiarity with the taxation of entities and of estates and trusts.
- 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).
- Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management.
Team & Environment
This role is part of the Wealth Planning & Advice group within J.P. Morgan Wealth Management.
