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 strategies. As a trusted expert, you will educate clients on opportunities in estate planning, tax optimization, retirement distribution, and philanthropic giving, leveraging J.P. Morgan's unparalleled resources and global expertise. This position is ideal for a seasoned professional passionate about delivering holistic financial solutions that help clients achieve multi-generational wealth preservation in the competitive financial services landscape. Your primary focus will be to collaborate closely with J.P. Morgan advisors, analyzing client portfolios and crafting bespoke wealth plans that integrate seamlessly with investment strategies. You will utilize advanced financial modeling tools to simulate scenarios, advise on complex structures like irrevocable trusts and family limited partnerships, and ensure alignment with clients' unique goals and risk profiles. By staying abreast of regulatory changes from the SEC, IRS, and FINRA, you will safeguard recommendations while driving client satisfaction and loyalty. This role demands a proactive approach to business development, including leading educational seminars and contributing to J.P. Morgan's thought leadership in wealth advisory. Joining J.P. Morgan Chase means becoming part of a prestigious institution renowned for innovation in wealth management. You will benefit from a collaborative culture that values integrity, excellence, and client-first principles, supported by cutting-edge technology and a network of industry-leading professionals. In San Francisco's vibrant financial hub, you will contribute to serving ultra-high-net-worth individuals and families, fostering enduring relationships that propel both client success and firm growth. If you are a certified wealth planning expert ready to elevate your career, this opportunity offers the platform to make a lasting impact in the financial services industry.

Key Responsibilities

• Collaborate with J.P. Morgan Wealth Management advisors to identify and educate high-net-worth clients on comprehensive wealth planning opportunities, including estate, tax, and retirement strategies
• Develop and present personalized wealth plans that align with clients' financial goals, risk tolerance, and life objectives
• Conduct in-depth financial analyses, modeling scenarios for wealth transfer, charitable giving, and investment optimization using J.P. Morgan's advanced tools
• Advise on sophisticated planning techniques such as trusts, gifting strategies, and business succession planning to minimize tax liabilities
• Partner with internal teams, including tax specialists and investment strategists, to deliver integrated solutions for ultra-high-net-worth clients
• Educate and train advisors on evolving wealth planning trends, regulatory changes, and J.P. Morgan's product offerings
• Monitor and update client wealth plans in response to market changes, legislative updates, or shifts in client circumstances
• Ensure all planning recommendations comply with J.P. Morgan's risk management standards and regulatory requirements
• Build and maintain strong relationships with clients and advisors to foster long-term loyalty and business growth
• Contribute to business development efforts by participating in client seminars and thought leadership events on wealth preservation

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field required; advanced degree (MBA, JD, or CFP) strongly preferred
• 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., CFA, CPA)
• In-depth knowledge of tax laws, estate planning strategies, and investment principles applicable to high-net-worth clients
• Proven track record of collaborating with financial advisors to deliver customized wealth management solutions
• Series 7 and Series 66 licenses or ability to obtain within 120 days of hire
• Strong understanding of regulatory requirements in wealth management, including SEC and FINRA guidelines

Preferred Qualifications

• Experience working at a major financial institution like J.P. Morgan Chase or similar
• Advanced certifications such as Chartered Financial Analyst (CFA) or Certified Estate and Trust Specialist (CES)
• Demonstrated success in managing complex client portfolios exceeding $50 million in assets
• Prior leadership experience in mentoring junior planners or advisors
• Familiarity with J.P. Morgan's proprietary wealth planning tools and platforms

Required Skills

• Expertise in financial modeling and scenario analysis using tools like Excel and proprietary J.P. Morgan software
• Deep knowledge of U.S. tax code, estate and gift taxes, and fiduciary standards
• Strong analytical skills for evaluating complex financial data and client needs
• Excellent communication and presentation skills for client-facing interactions
• Relationship-building abilities to collaborate with advisors and cross-functional teams
• Proficiency in wealth management platforms such as Morningstar, eMoney, or J.P. Morgan's internal systems
• Risk assessment and compliance awareness in a regulated financial environment
• Strategic thinking for long-term wealth preservation and growth planning
• Attention to detail in preparing accurate financial projections and documentation
• Adaptability to evolving market conditions and regulatory landscapes
• Leadership skills for guiding advisors and influencing client decisions
• Technical proficiency in data visualization tools for reporting insights
• Empathy and client-centric approach to understanding high-net-worth needs
• Project management skills for coordinating multi-disciplinary planning initiatives
• Ethical judgment in handling sensitive financial information

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to J.P. Morgan's wealth management goals
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave, plus firm holidays
• Professional development opportunities, including tuition reimbursement for certifications like CFP or CFA
• Access to J.P. Morgan's employee stock purchase plan and other financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness facilities in select locations
• Relocation assistance for eligible roles and flexible work arrangements in San Francisco

JP Morgan Chase is an equal opportunity employer.