JPMorgan Chase
JPMorgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
$209K–$300K
New York, NY · Director · Full-time · Posted Jul 1, 2026
- Experience
- Minimum 7+ years of practice as a trusts & estates or tax lawyer, CPA or CFP.
- Education
- 4-year college degree and either J.D., LLM, CPA or CFP.
About the job
Provides wealth planning advice and expertise to clients, advisors, and field leaders on tax, trusts and estates, wealth transfer, and related planning strategies.
What you'll do
- Develop and present wealth management content; advise the USWM field on tax, trust and estate planning, concentrated positions, corporate 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 wealth planning advice, maintain knowledge of federal and state tax laws, and share expertise with clients and outside professionals.
What they ask for
- 4-year college degree and either J.D., LLM, CPA or CFP.
- Minimum 7+ years of practice as a trusts & estates or tax lawyer, CPA or CFP.
- Strong background in trust and estate planning and ability to understand clients’ financial situations and personal circumstances.
- Strong written, oral, and presentation skills; able to coach colleagues, Financial Advisors, and clients.
Nice to have
- Strong working knowledge of Microsoft Office suite.
- Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management.
Pay
$209,000.00-$300,000.00 USD base salary
Tools
Microsoft Office suite, 10b5-1 plans, GRATs
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