J.P. Morgan Wealth Management - Executive Director, Wealth Advisor
Company: JPMorganChase
Location: San Francisco
Posted on: April 1, 2026
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Job Description:
Description Wealth Planning & Advice is a group of experts in
trusts & estates, tax planning, financial planning and planning in
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, split-interest trusts). We
provide intellectual capital to clients across the wealth continuum
and will work one-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts
is also useful but not required. Knowledge of issues relating to
securities-based compensation (restricted stock, employee stock
options, performance share units, etc.), pre-liquidity planning,
and concentrated position management (such as 10b5-1 plans,
derivative-based transactions, and 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, non-technical manner to both clients and advisors, as well
as field leadership. You will adopt a goal-oriented approach when
engaging with clients, which involves familiarizing yourself with
the various 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. 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 JPMWM field in the areas of both simple and
sophisticated tax and trust & estate planning strategies as well as
in concentrated position management, corporate executive services,
and pre-liquidity transaction planning. Partner with field
leadership and Practice Management to integrate 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. Work
with individuals across the entire wealth spectrum and have
experience with tax and wealth transfer strategies. Actively
participate 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 J.D, LLB, CPA or CFP 7 plus years of practice as a trusts &
estates lawyer, tax advisor, or financial planner Knowledge of
issues relating to securities-based compensation (restricted stock,
employee stock options, performance share units, etc.),
pre-liquidity planning, and concentrated position management (such
as 10b5-1 plans, derivative-based transactions, and exchange funds.
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, and
corporate executive issues. 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
circumstances 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 required (may be fulfilled within 4 months of
assuming role) Familiarity with financial planning, investments,
corporate executive issues and concentrated stock management is a
plus 10b5-1 plans, derivative-based transactions, and exchange
funds, and concentrated stock management is a plus Experience with
financial planning software a plus FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit
Insurance Act. As such, an employment offer for this position is
contingent on JPMorganChase’s review of criminal conviction
history, including pretrial diversions or program entries.
Keywords: JPMorganChase, Salinas , J.P. Morgan Wealth Management - Executive Director, Wealth Advisor, Accounting, Auditing , San Francisco, California
