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Trusts and Estates Attorney in Hilton Head Island, SC

Wells Fargo Jul 24,2017 Jul 14,2017 Location Hilton Head Island SC
This job is expired...

In-House

Attorney

Trusts and Estates

Min 10 yrs required

Profile

Wealth Management Senior Fiduciary Advisory Specialist (Loan Originator) The candidate serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and client acquisition skills. Acquires new high net worth client (HNW) and ultra high net worth relationships through consistent profiling on the 12 WM Issues and needs assessment. Adheres to the Tactical Sales Process, Client Discovery Review (CDR), profiling, estate plan and wealth transfer document review and cash flow analysis, selecting appropriate strategies and taxation. Conversant in all aspects of Specialized Wealth Services (SWS). May serve as Relationship Manager or partner with a Wealth Advisor (or other Relationship Manager) in serving HNW relationships. Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. Actively participates in the delivery of quality client events. Engages in WM conversations, applies tax and transition strategies, introducing Wealth Planning Strategists/ Planners for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions, enabling clients to leverage and protect the value of their estates. Applies in depth knowledge of each of the 12 WM Issues, and needs assessment to evolve the advice cycle. Focuses on clients with a minimum net worth of $5MM or as determined by management. Introduces Wealth Planning Strategists for wealth plans above $5MM. May act as team lead and/or mgr. Collaborates with Center Administration team on compliance/risk issues. Develops new and expands current WM relationships is a key function of the role.

Qualification and Experience

The candidate should preferably have J.D. degree, CTFA, CFP, or ChFC designation. Must have 10+ years of financial planning experience, estate planning experience, or a combination of both; in wealth management. Established network in the local market is preferred. Experience in wealth management with net worth clients of at least five million dollars is desired. Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation is an asset. Solid knowledge and understanding of fiduciary law and federal regulations is a plus. Proficiency with financial planning software; proficient with cash flow modeling tools is ideal. Proficiency with mobile technology is desired.

Application deadline: 31 July, 2017.

Additional info

Ref 5336215

Company info