J.P. Morgan Wealth Management - Vice President, Wealth Planner

Location: Boston, MA, United States

Job Family: Wealth Advisory

About the Role

At J.P. Morgan Wealth Management, we are seeking a Vice President, Wealth Planner to join our Boston, MA team. In this pivotal role, you will leverage your expertise in tax laws, trusts, and estates to provide sophisticated planning solutions for our high-net-worth clients. As a key member of the Wealth Advisory category, you will work closely with advisors, portfolio managers, and leadership to craft personalized strategies that optimize tax efficiency, preserve wealth across generations, and align with clients' unique financial goals. Your deep understanding of the financial services landscape will enable you to navigate complex regulatory environments while delivering exceptional value in a client-centric manner. Key responsibilities include conducting thorough client assessments, developing integrated wealth plans that encompass estate planning, charitable giving, and retirement strategies, and presenting these insights in clear, actionable formats. You will collaborate across J.P. Morgan's global network to incorporate investment, lending, and banking solutions into holistic advice, ensuring compliance with all applicable laws and firm policies. This position demands a proactive approach to staying current with legislative changes, such as updates to the Tax Cuts and Jobs Act or estate tax exemptions, and translating them into practical recommendations that enhance client outcomes. The ideal candidate thrives in a dynamic, fast-paced environment and is passionate about empowering clients to achieve financial security. J.P. Morgan Wealth Management offers a supportive culture with access to cutting-edge tools and resources, fostering professional growth and innovation. If you are ready to contribute to one of the world's leading financial institutions, apply today to help shape the future of wealth planning in Boston.

Key Responsibilities

• Develop and deliver comprehensive wealth planning strategies for high-net-worth clients, focusing on tax optimization, trusts, and estate planning
• Collaborate with J.P. Morgan advisors and leadership to integrate tax and estate insights into client portfolios and advisory services
• Conduct in-depth analyses of clients' financial situations, including tax liabilities, estate distributions, and philanthropic goals
• Communicate complex tax and legal concepts clearly to clients, ensuring alignment with their long-term wealth objectives
• Stay abreast of evolving U.S. tax laws, trusts & estates regulations, and industry trends to provide proactive advice
• Partner with internal teams, including legal and compliance, to ensure all planning recommendations adhere to JP Morgan standards
• Prepare detailed reports, presentations, and planning documents for client meetings and internal reviews
• Mentor associate planners and support business development efforts by contributing to client acquisition strategies
• Identify opportunities for cross-selling JP Morgan Wealth Management products, such as investment advisory and lending solutions
• Ensure all client interactions and planning activities comply with SEC, FINRA, and other relevant regulatory requirements

Required Qualifications

• Bachelor's degree in Finance, Accounting, Law, or a related field required; JD or CPA certification strongly preferred
• Minimum of 7-10 years of experience in wealth planning, estate planning, or tax advisory within the financial services industry
• In-depth knowledge of U.S. tax laws, trusts and estates regulations, and financial planning principles
• Active licensing such as CFP (Certified Financial Planner) or equivalent professional designation
• Proven track record of advising high-net-worth clients on complex wealth management strategies
• Experience working in a client-facing role at a major financial institution
• Strong understanding of regulatory compliance in wealth advisory services

Preferred Qualifications

• Advanced degree such as Master's in Taxation or LLM in Estate Planning
• Experience with JP Morgan Chase systems and wealth management platforms
• Prior leadership experience in mentoring junior planners or advisors
• Familiarity with international tax implications for global clients
• Series 7 and Series 66 securities licenses

Required Skills

• Expertise in U.S. federal and state tax codes
• Proficiency in trusts and estates law
• Financial modeling and forecasting
• Client relationship management
• Analytical problem-solving
• Excellent verbal and written communication
• Regulatory compliance knowledge (SEC, FINRA)
• Strategic planning and advisory
• Attention to detail in complex documentation
• Team collaboration and leadership
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Risk assessment and mitigation
• Negotiation and influence skills
• Time management in high-pressure environments
• Ethical decision-making in financial advisory

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 access to JP Morgan's internal training
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions in Boston, MA

JP Morgan Chase is an equal opportunity employer.