J.P. Morgan Wealth Management - Vice President, Wealth Planning and Advice
On-site · Atlanta, Georgia, United States
Job Summary
Lead VP Wealth Planner within JP Morgan Wealth Management delivering complex and simple tax and trust & estate planning strategies to clients and advisors. Develop and present content across wealth management topics, partner with field leadership to integrate estate and tax planning concepts into goals-based advice, and maintain up-to-date knowledge of federal and state tax laws. Drive opportunities with new and existing clients, coach colleagues and financial advisors, and travel to local and out-of-state branches as needed. Strong communication, relationship-building, and ethical standards are essential; familiarity with securities-based compensation, pre-liquidity planning, and concentrated position management is a plus. Travel to local and out-of-state branches as needed; 4-year degree and relevant professional credential(s) required.
Required Qualifications
- 4-year college degree and either CFP, CPA, J.D. or LLM
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.