JPMorganChase · 8 hours ago
J.P. Morgan Wealth Management - Executive Director-Wealth Planner
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
7+ years expJPMorganChase 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. As the Executive Director, Wealth Planner, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information to clients and advisors, and collaborate with field management to develop regional strategies.
Asset ManagementBankingFinancial Services
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. 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
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
Qualification
Required
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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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