J.P. Morgan Wealth Management - Executive Director, Wealth Advisor

Executive Director, Wealth Planner with JP Morgan Wealth Management leveraging deep tax, trusts & estates expertise to communicate complex planning concepts to clients and advisors. Responsibilities include developing content across wealth management topics with leadership, integrating estate and tax planning concepts into goals-based advice, maintaining up-to-date knowledge of federal and state tax laws, promoting JP Morgan’s wealth-management knowledge to outside centers of influence, and collaborating with Advisors to develop business opportunities. Requires strong presentation skills, ability to coach colleagues and clients, high ethical standards, and comfort working with a broad client base. Travel to local and out-of-state branches as needed. Preferred: Series 7 & 66; familiarity with financial planning, investments, corporate executive issues, and concentrated stock management. Federal Deposits Insurance Act consideration and background checks apply.