JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor
$209K–$300K
Palo Alto, CA +1 · Director · Full-time · Posted Oct 15, 2026
- Location
- Palo Alto, CA
San Jose, CA - Experience
- 7+ years; practice as a trusts & estates lawyer, tax advisor, or financial planner.
- Education
- 4-year college degree and either J.D, LLB, CPA or CFP
About the job
Provides customized tax, trust and estate, and wealth-planning advice to clients while supporting advisors and field leaders with planning strategies and business development.
What you'll do
- Advise clients and the field on tax, trust and estate planning, concentrated-position management, and pre-liquidity planning.
- Develop and present wealth-planning content and integrate planning concepts into goals-based advice with field leadership.
- Work with advisors to develop client opportunities and provide customized wealth-planning advice.
What they ask for
- Four-year college degree and J.D., LLB, CPA, or CFP.
- 7+ years practicing as a trusts and estates lawyer, tax advisor, or financial planner.
- Knowledge of securities-based compensation, pre-liquidity planning, and concentrated-position management.
- Experience with tax and wealth-transfer strategies, and ability to work with clients across the wealth spectrum.
Nice to have
- Familiarity with financial planning software.
- Familiarity with concentrated stock management, including 10b5-1 plans, derivative-based transactions, and exchange funds.
Pay
USD 209,000.00-$300,000.00 base salary (Palo Alto, CA); USD 209,000.00-$300,000.00 base salary (San Jose, CA)
Model-written summary · the original posting is authoritative