JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
$181K–$300K
Palm Beach Gardens, FL +6 · Director · Full-time · Posted Aug 17, 2026
- Location
- Palm Beach Gardens, FL
Orlando, FL
Miami, FL
Sarasota, FL
Naples, FL
Atlanta, GA
Tampa, FL - Experience
- 7+ years of practice as a trusts & estates or tax lawyer or CPA.
- Education
- 4-year college degree and either J.D., LLM or CPA.
About the job
Provides customized wealth-planning advice and supports advisors and field leaders with tax, trusts and estates, concentrated-position, and pre-liquidity planning strategies.
What you'll do
- Develop and present wealth-management content and planning strategies to field leadership, advisors, clients, and outside professional contacts.
- Integrate tax and estate-planning concepts into goals-based advice and work with advisors to develop client business opportunities.
- Maintain knowledge of relevant federal and state tax laws, share planning ideas, and travel to branches as needed.
What they ask for
- Four-year college degree and either a J.D., LL.M., or CPA.
- 7+ years of practice as a trusts and estates or tax lawyer, or CPA.
- Strong background in trust and estate planning, with the ability to explain complex topics clearly and drive business results.
- Strong written, oral, and presentation skills; ability to partner with advisors, coach colleagues and clients, and work independently.
Nice to have
- Series 7 & 66 required (may be fulfilled within 6 months of assuming role).
- Strong working knowledge of Microsoft Office suite.
Pay
$195,000.00-$285,000.00 USD base salary; $181,000.00-$285,000.00 USD base salary; $200,000.00-$300,000.00 USD base salary; $181,000.00-$285,000.00 USD base salary; $195,000.00-$285,000.00 USD base salary; $195,000.00-$285,000.00 USD base salary; $195,000.00-$285,000.00 USD base salary
Tools
Microsoft Office suite
Model-written summary · the original posting is authoritative