J.P. Morgan Wealth Management - Executive Director, Wealth Planner

Location: San Francisco, CA, United States

Job Family: Wealth Advisory

About the Role

At J.P. Morgan Wealth Management, we are seeking an Executive Director, Wealth Planner to join our dynamic team in San Francisco, CA. In this senior role, you will play a pivotal part in empowering our advisors and their high-net-worth clients with sophisticated wealth planning solutions. Your expertise will help clients navigate complex financial landscapes, ensuring their legacies are preserved and enhanced through strategic planning. As a key member of our Wealth Advisory category, you will foster long-term client relationships by delivering tailored advice on estate planning, tax efficiency, philanthropy, and retirement optimization, all while upholding J.P. Morgan's commitment to excellence and innovation in financial services. The ideal candidate will collaborate closely with financial advisors to assess client needs and co-create comprehensive wealth plans that integrate seamlessly with investment strategies. You will educate clients on opportunities such as irrevocable trusts, charitable giving vehicles, and advanced tax mitigation techniques, leveraging J.P. Morgan's global resources and proprietary tools. This position demands a deep understanding of the financial services industry, including evolving regulations from bodies like the IRS and SEC, to provide compliant, forward-thinking guidance that drives client satisfaction and business growth. Joining J.P. Morgan means becoming part of a world-class institution renowned for its client-centric approach and cutting-edge wealth management solutions. In this Executive Director role, you will contribute to a culture of continuous learning and professional development, with opportunities to lead initiatives that shape the future of wealth advisory. If you are a seasoned professional passionate about helping clients achieve their financial aspirations, we invite you to bring your expertise to our San Francisco team and help redefine wealth planning excellence.

Key Responsibilities

• Collaborate with J.P. Morgan Wealth Management advisors to identify and educate clients on comprehensive wealth planning opportunities, including estate, tax, and retirement strategies
• Develop customized wealth plans that align with clients' financial goals, risk tolerance, and legacy objectives
• Conduct client meetings and workshops to explain complex wealth planning concepts in accessible terms
• Analyze clients' financial situations, including assets, liabilities, and tax implications, to recommend optimized planning solutions
• Partner with internal teams, such as tax specialists and investment strategists, to deliver integrated advice
• Stay abreast of evolving tax laws, regulatory changes, and market trends to ensure compliant and forward-looking planning
• Support business development by contributing to client acquisition and retention efforts through thought leadership
• Prepare detailed reports and documentation for wealth plans, ensuring accuracy and adherence to J.P. Morgan standards
• Mentor junior planners and advisors on wealth planning best practices
• Monitor and review existing wealth plans to adapt to life events or economic shifts

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 10 years of experience in wealth planning, financial advisory, or estate planning within the financial services industry
• Active Certified Financial Planner (CFP) certification or equivalent (e.g., CPA, JD with estate planning focus)
• In-depth knowledge of tax laws, estate planning strategies, and wealth transfer techniques
• Proven track record of collaborating with high-net-worth clients and financial advisors
• Series 7 and Series 66 licenses or equivalent FINRA registrations
• Strong understanding of regulatory requirements in wealth management, including SEC and FINRA guidelines

Preferred Qualifications

• Advanced degree such as MBA or Master's in Financial Planning
• Experience working with ultra-high-net-worth clients (UHNW) in a private banking environment
• Familiarity with J.P. Morgan's proprietary wealth management tools and platforms
• Previous leadership role in a wealth advisory team at a major financial institution
• Certifications in specialized areas like Chartered Advisor in Philanthropy (CAP) or Accredited Estate Planner (AEP)

Required Skills

• Expertise in estate and trust planning
• Proficiency in tax optimization strategies
• Strong analytical and financial modeling skills
• Excellent communication and presentation abilities
• Client relationship management
• Knowledge of investment products and portfolio construction
• Regulatory compliance and risk assessment
• Project management and organizational skills
• Interpersonal skills for team collaboration
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro)
• Attention to detail and accuracy in documentation
• Adaptability to changing market conditions
• Ethical decision-making and integrity
• Leadership and mentoring capabilities
• Data analysis and interpretation

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible positions and flexible work arrangements

JP Morgan Chase is an equal opportunity employer.