As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will be tasked with mastering and applying a diverse range of financial planning concepts such as tax, trusts & estate laws, retirement, cash flow, insurance, equity compensation, charity, and wealth transfer. Your role will involve simplifying these complex financial concepts and presenting them in a way that is easily understandable to our clients, advisors, and field leadership. You will adopt a goal-oriented approach with clients, familiarizing yourself with the wide range of investment, banking, and lending products and platforms available across USWM. This will enable you to identify issues and opportunities for client engagement. Working in collaboration with field management, you will contribute to the development of regional strategies and guide the field on their execution. A natural curiosity for people, planning, and the wealth management industry is essential, along with the ability to take independent initiative and respond promptly. Proficiency in financial planning software and tools is crucial to help clients understand their goals and the potential outcomes in various scenarios.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
• Serve as a resource to the USWM field in the areas of financial, tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, business succession, and pre-liquidity transaction planning
• Partner with field leadership and Practice Management to integrate financial, estate and tax planning concepts into goals-based advice
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
• Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
• Work with Advisors to develop business opportunities with new and existing clients
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
• Travel to local and out of state branches, as needed

Required qualifications, capabilities, and skills:

• 4-year college degree and either a J.D. or a CFP designation
• At least 7 years of relevant experience in a planning role, ideally in the financial services industry
• Self-starter with natural curiosity for individual planning and people
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service function
• Ability to drive business results with broad background in trust and estate planning issues
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
• Strong presentation skills in one on one and group meetings
• Experience and ability in understanding clients' financial situations and personal circumstance
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 (may be fulfilled within 6 months of assuming role)
• Strong working knowledge of Microsoft Office suite
• Financial Planning Software experience (e.g., eMoney, Moneyguide Pro)

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.