Wealth Planner Executive Director
About the job
- A four-year college degree and either a Juris Doctor, Master of Laws, or Certified Public Accountant credential are required.
- At least seven years of practice as a trusts and estates or tax lawyer, or as a Certified Public Accountant, is required.
- Demonstrate curiosity about individual planning and people.
- Demonstrate attention to detail and strong written and oral communication skills.
- Work collaboratively and provide service-oriented support.
- Drive business results with a broad background in trust and estate planning issues.
- Work closely with Financial Advisors without daily contact with a direct manager.
- Present effectively in one-on-one and group meetings.
- Understand clients’ financial situations and personal circumstances.
- Coach colleagues, Financial Advisors, and clients, using strong partnership skills.
- Maintain high ethical standards, act with integrity, and prioritize clients’ best interests.
- Obtain or hold Series 7 and Series 66 licenses; these may be fulfilled within six months of assuming the role.
- Work with divisional and Wealth Planning & Advice leadership to develop and present content across wealth management topics.
- Serve as a resource to the US Wealth Management field on simple and sophisticated tax and trust and estate planning strategies, 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 current knowledge of federal and state tax laws related to the 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, customized wealth-planning advice to clients and prospective clients.
- Participate in team discussions and proactively propose planning ideas and industry trends to share with the field.
- Travel to local and out-of-state branches as needed.
- Familiarity with taxation of entities, estates, and trusts.
- Knowledge of securities-based compensation, including restricted stock, employee stock options, and performance share units; pre-liquidity planning; and concentrated position management, including 10b5-1 plans, derivative-based transactions, and exchange funds.
- Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management.
- Strong working knowledge of Microsoft Office.
About the company
JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1799
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Simplify's Take
What believers are saying
- Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
- Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
- Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.
What critics are saying
- AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
- Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
- It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.
What makes JP Morgan Chase unique
- It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
- It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
- Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.
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Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Growth & Insights and Company News
6 month growth
-9%1 year growth
-4%2 year growth
-4%Tenable, the exposure management company, has entered a credit agreement for a $400 million senior secured revolving credit facility. The facility is initially undrawn and gives the company more flexibility in how it allocates capital. Together with the convertible note financing announced in September, it completes the refinancing of Tenable's prior credit agreement, which included a Term Loan B facility. It also replaces the revolving credit facility that matured in July. The new loans mature on October 13, 2031, subject to a springing maturity date of 91 days inside the maturity of other material indebtedness. JPMorgan Chase Bank acted as administrative agent, and Cooley LLP advised Tenable.
Four of the biggest US banks reported higher third-quarter profits on Tuesday, but warned that higher interest rates and inflation could hurt consumers and the economy. JPMorgan Chase, the largest US bank by assets, earned $15.3 billion, or $5.57 a share, up from $14.4 billion a year earlier. It missed analyst forecasts of $5.93 a share, its first miss in nearly three years. Goldman Sachs posted a profit of $5.29 billion, up from $4.1 billion, as equities revenue jumped 72%. Wells Fargo earned $5.95 billion and beat forecasts, while Citigroup's profit rose 40%. JPMorgan chief executive officer Jamie Dimon cited "large fiscal deficits, sticky inflation, elevated asset prices, rising interest rates and geopolitical conditions.
US stock futures were mixed on Tuesday as investors weighed a wave of earnings reports. Dow futures rose 0.9%, S&P 500 futures slipped 0.1%, and Nasdaq futures fell 0.7%. Memory stocks fell for a second day after a Chinese chipmaker, CXMT, said it had made a breakthrough in memory chip production. Roundhill Memory ETF fell more than 5% in premarket trading. UnitedHealth rose more than 2% after it earned an adjusted $4.69 per share on $112.69 billion in revenue, beating estimates. It raised its full-year earnings outlook to at least $20.50 per share. Goldman Sachs gained more than 3% on strong results. JPMorgan Chase, Wells Fargo, and Citigroup fell short in parts of their reports. Johnson & Johnson fell 2% after $25.40 billion in sales narrowly missed estimates, though it raised its full-year forecasts.
Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.
i3 Verticals announced on 9 October 2026 that its subsidiary, i3 Verticals, LLC, secured a $350 million senior secured revolving credit facility with JPMorgan Chase Bank as administrative agent. The agreement replaces a previous credit facility dated 8 May 2023. The facility includes an accordion feature allowing additional commitments up to $100 million or 100% of consolidated EBITDA. Interest rates are based on either base rate or Term SOFR Rate, with margins ranging from 0.50% to 1.50% for base rate loans and 1.50% to 2.50% for Term Benchmark Loans. The borrower must maintain a consolidated interest coverage ratio of at least 3.00 to 1.00 and a consolidated total net leverage ratio not exceeding 4.00 to 1.00. All obligations are guaranteed by i3 Verticals and its material wholly owned domestic subsidiaries.