JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
$200K–$300K
Houston, TX +1 · Director · Full-time · Posted Aug 27, 2026
- Location
- Houston, TX
Austin, TX - Experience
- 7 plus 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 tax, trust and estate, and wealth-planning advice to clients while supporting advisors and field leadership with planning strategies and educational content.
What you'll do
- Develop and present wealth-management content; advise the USWM field on tax, trust and estate planning, concentrated positions, executive services, and pre-liquidity planning.
- Partner with field leadership and advisors to integrate planning into goals-based advice and develop client business opportunities.
- Provide customized client advice, maintain knowledge of federal and state tax laws, and share planning ideas with colleagues and external professionals.
What they ask for
- Four-year college degree and a J.D., LLM, or CPA.
- 7 plus years of practice as a trusts & estates or tax lawyer or CPA.
- Strong trust and estate planning background, communication and presentation skills, and ability to advise clients and coach colleagues.
- Self-starter with strong service orientation, teamwork, attention to detail, and high ethical standards.
Nice to have
- Series 7 & 66 required (may be fulfilled within 6 months of assuming role).
- Strong working knowledge of Microsoft Office suite.
Pay
Houston,TX USD $200,000.00-$300,000.00 base salary; Austin,TX USD $200,000.00-$300,000.00 base salary
Tools
Microsoft Office
Model-written summary · the original posting is authoritative