JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor
$209K–$300K
San Francisco, CA · Director · Full-time · Posted Oct 15, 2026
- Experience
- 7 plus years of 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 wealth-planning advice and tax and trust-and-estate planning expertise to clients and advisors, while developing planning content and regional strategies.
What you'll do
- Advise clients and the field on tax, trust-and-estate, concentrated-position, corporate executive, and pre-liquidity planning.
- Develop and present wealth-planning content and integrate planning concepts into goals-based advice with field leaders.
- Build client business opportunities, maintain tax-law knowledge, and share planning ideas with advisors and outside professionals.
What they ask for
- Four-year college degree and J.D., LLB, CPA, or CFP.
- 7 plus years of practice as a trusts & 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 advise clients across the wealth spectrum.
Nice to have
- Series 7 & 66 required (may be fulfilled within 4 months of assuming role).
- Experience with financial planning software.
Pay
USD 209,000.00-$300,000.00 base salary
Model-written summary · the original posting is authoritative