Executive Director, Wealth Planner Greater San Jose, CA Area

The Company is seeking an Executive Director, Wealth Planner to join their team. The successful candidate will be part of a group of experts in wealth planning and advice, with a focus on trusts and estates, tax planning, and financial planning for individuals and their entities. The role involves working with advisors and their clients to educate them about wealth planning opportunities, ranging from simple to complex strategies. The Executive Director will be responsible for communicating complex information in a simple, non-technical manner, and for adopting a goal-oriented approach when engaging with clients. Collaboration with field management to develop regional strategies and provide guidance on their execution is also a key aspect of the role. Applicants must have a 4-year college degree and either a J.D., LLB, CPA, or CFP, with at least 7 years of experience as a trusts and estates lawyer, tax advisor, or financial planner. A strong understanding of tax and trust & estate laws is essential, as is the ability to work with individuals across the entire wealth spectrum. The ideal candidate will have knowledge of securities-based compensation, pre-liquidity planning, and concentrated position management. Strong presentation skills, the ability to drive business results, and a high level of integrity are required. Preferred qualifications include Series 7 & 66, familiarity with financial planning, investments, and experience with financial planning software.

Hiring Company

JPMorgan Chase & Co.