Wealth Strategies Advisor

Role Overview

• Responsible for serving as a specialized resource for Advisor teams regarding wealth planning services.
• Leads the wealth planning engagement process with clients from start to finish.
• Works with Wealth Strategy Specialists and/or Analysts to gather information, run analyses, and develop planning solutions based on these analyses.
• Develops holistic, integrated planning strategies for high
• and ultra-high net worth clients.
• Expands existing client relationships and assists Advisors in new business opportunities with clients interested in wealth planning.
• Demonstrates advanced technical knowledge across a broad range of wealth planning topics.

Requirements

• Minimum 7 years of planning-related work experience desired
• JD, CPA, or CFP desired
• Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.
• Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
• Word, Excel, and PowerPoint.
• Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.
• Opportunities to learn and grow in your career.