J.P. Morgan Wealth Management - Vice President, Wealth Advisor
On-site · Seattle, Washington, United States
Job Summary
Vice President, Wealth Planner will deliver tax and estate planning expertise and communicate complex concepts to clients and advisors. You will work with divisional leadership to develop and present content across wealth management topics, serve as a resource in simple and sophisticated tax and trust & estate planning strategies, and integrate estate and tax concepts into goals-based advice. Travel to local and out-of-state branches as needed. Must have a 4-year college degree and professional designations (CFP, CPA, J.D., or LLM) and possess strong communication, teamwork, and client relationship skills. Preferred familiarity with Series 7 & 66 and Microsoft Office; ability to coach colleagues and drive business results. Must operate with high ethical standards and client-first mindset.
Required Qualifications
- 4-year college degree
- CFP
- CPA
- J.D.
- LL.M.
Desired Qualifications
- CFP
- CPA
- J.D.
- LL.M.
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