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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 10 yrs required
Wealth Strategist - Wealth Management Duties: Works with Wealth Management Sales Officers and Senior Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, technical expertise on IRA Accounts and related Retirement Planning expertise. Often called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars.
Qualification and Experience
Qualifications: MBA/J.D. Degree. CFP and/or CFA designation preferred. Specialized product knowledge typically gained through 10+ years' experience in the management of a portfolio management or specialty group (i.e. Tax). Ability to communicate effectively with HNW clients, strong presentation and relationship management skills.
Job Number: 1503888
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