Job Description
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning, and related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, splitinterest trusts). We provide intellectual capital to clients across the wealth continuum and will work oneonone with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of securitiesbased compensation (restricted stock, employee stock options, performance share units, etc.), preliquidity planning, and concentrated position management (10b51 plans, derivativebased transactions, exchange funds) will also be a plus.
As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, nontechnical manner to both clients and advisors, as well as field leadership. You will adopt a goaloriented approach when engaging with clients, familiarizing yourself with the investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of Americas 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 by role, experience, skill set and location. Those in eligible roles may receive commissionbased pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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, onsite 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.
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. Were proud to lead the U.S. in credit card sales and deposit growth and have the mostused digital solutions all while ranking first in customer satisfaction.
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