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JPMorgan Chase
San Francisco
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 titl
Job Source: JPMorgan ChaseJPMorgan Chase & Co.
San Francisco, CA, United States
Wealth Planning & Advice is a team of specialists in trusts, estates, tax planning, and financial planning. We work closely with advisors and clients, providing them with knowledge about wealth planning opportunities. This role collaboratively works with field leadership and internal support groups to offer wealth planning advice to clients and tra
Job Source: JPMorgan Chase & Co.JPMorgan Chase & Co.
San Francisco, CA, United States
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000
Job Source: JPMorgan Chase & Co.JPMorgan Chase
San Francisco
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000
Job Source: JPMorgan ChaseJPMorgan Chase & Co.
San Francisco, CA, United States
JobID: 210517662 Category: Product Development JobSchedule: Full time Posted Date: 2024-06-03T15:10:38+00:00 JobShift: Base Pay/Salary: San Francisco,CA $109,250.00-$175,000.00; Los Angeles,CA $99,750.00-$158,000.00 The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement th
Job Source: JPMorgan Chase & Co.JPMorgan Chase & Co.
San Francisco, CA, United States
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize
Job Source: JPMorgan Chase & Co.Mercer
San Francisco, CA, United States
Mercer is seeking a Wealth Management Sales Director to join our team. You will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with clients a
Job Source: MercerConfidential
San Francisco, CA, United States
Executive Director, Sales, Asset & Wealth Management About the Company Popular no-code enterprise application platform Industry Computer Software Type Privately Held, VC-backed Founded 2017 Employees 201-500 Funding $200+ million Categories Information Technology & Services Technology Enterprise Enterprise Applications Financial Services Insurance
Job Source: ConfidentialSan Francisco, CA, United States
JobID: 210509744
Category: Wealth Advisory
JobSchedule: Full time
Posted Date: 2024-06-03T15:14:42+00:00
JobShift:
Base Pay/Salary: Seattle,WA $190,000.00-$350,000.00; San Francisco,CA $190,000.00-$350,000.00
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 on-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 an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
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 USWM 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* 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, corporate executive issues and concentrated stock management is a plus* Actively participant 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. or LLB* 7 plus years of practice as a trusts & estates or tax lawyer* Self-starter with natural curiosity for individual planning and people* Excellent attention to detail with strong written and oral communication skills* Strong team player with a predisposition to service function* 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 circumstance* 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 6 months of assuming role)* Strong working knowledge of Microsoft Office suite
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Email Alert for J.P Morgan Wealth Management- Executive Director, Wealth Planner jobs in San Francisco, CA, United States
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