Executive Director, Wealth Planner

The Executive Director, Wealth Planner leverages expertise in tax and trust & estate laws to communicate complex wealth planning strategies to clients and advisors within J.P. Morgan Wealth Management. This role involves collaborating with field leadership to develop regional strategies, identifying opportunities for client engagement, and providing customized wealth planning advice across the wealth spectrum. The position requires a strong understanding of securities-based compensation, concentrated position management, and corporate executive services to drive business results and support advisors.