J.P. Morgan Wealth Management - Executive Director, Wealth Planning & Advice
On-site · Houston, Texas, United States
Job Summary
Executive Director, Wealth Planner at JP Morgan Wealth Management focuses on providing advanced wealth planning and tax/trust & estate guidance to clients and advisors. Responsibilities include developing and presenting wealth management content, delivering both simple and sophisticated tax and trust & estate planning strategies, integrating planning concepts into goals-based advice, maintaining current tax knowledge, promoting the firm’s capabilities to external centers of influence, developing business opportunities with clients, and coaching Advisors and clients. Requires deep knowledge of tax and trusts & estates, experience with concentrated stock management and pre-liquidity planning, strong communication skills, and ability to work across a broad client base. Travel to local and out-of-state branches as needed. Preferred qualifications include Series 7 & 66 and strong Microsoft Office skills.
Required Qualifications
- 4-year college degree and either J.D., LLM or CPA
- 7 plus years of practice as a trusts & estates or tax lawyer or CPA
- Self-starter with natural curiosity for individual planning and people
- Excellent attention to detail with strong written and oral communication skills
- Strong team player with a predisposition to service function
- 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 circumstance
- 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
- Series 7 & 66 preferred (may be fulfilled within 6 months of assuming role)
- Strong working knowledge of Microsoft Office suite
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