Managing Director, Wealth Advisor Greater Chicago, IL Area

The Company is seeking a Managing Director, Wealth Advisor to help clients identify and address estate, income, tax, philanthropic, and other planning needs. Responsibilities include advising on personal planning, executive compensation, retirement, business succession, and potential fiduciary services. The role also involves cultivating relationships with clients’ professional advisors, supporting business development, delivering educational presentations, and coordinating sales efforts across internal teams. The advisor will assess clients’ wealth transfer goals, recommend suitable strategies, and work with clients and their advisors on implementation. Candidates must have at least five years of complex estate and wealth planning experience, a JD, and recognized expertise serving high-net-worth individuals; a CPA is an advantage. Required capabilities include sales experience and strong knowledge of transfer tax, trust, and individual, fiduciary, corporate, and partnership income tax laws. Applicants should be able to apply this expertise to client-specific planning, explain appropriate strategies, and collaborate effectively with clients’ attorneys, accountants, and other colleagues. Familiarity with investing and credit, along with the ability to work in a team-based environment, is preferred.

Hiring Company

JPMorgan Chase & Co.