J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor
JPMorgan Chase · San Francisco
Don’t apply blind. See how your CV matches this role first — free, in 30 seconds.
You will leave NewLuxJob. We do not receive or handle applications.
- Company
- JPMorgan Chase
- Location
- San Francisco
- Posted
- October 15, 2026
About this job
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…
This is a short summary.
Want to know if you're a fit? Check your CV against this role — free, in 30 seconds.
Similar jobs
- Analyst, Early Career (Full Stack) · Affirm
- Employee Relations & Compliance Manager · Okta
- Vice President, Product Development, Digital Commerce Services · Mastercard
- Field Service Engineer - Hematology/Urinalysis (Bay Area) · Danaher
- District Sales Manager - Core Diagnostics - N.CA/OR/WA · Abbott
- Software Engineer, Context Engine · Sierra
See if your CV fits this job
Paste your CV for an instant match score against this role — and get a tailored cover letter in one click.
- Instant match score for this role
- Tailored cover letter in one click
- Free — no credit card