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Trusts and Estates Attorney in Los Angeles, CA

TIAA-CREF Individual & Institutional Services, LLC Jan 31,2017 Sep 16,2015 Location Los Angeles CA
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Trusts and Estates

Min 3 yrs required

Profile

Director, Wealth Planning Strategies Duties: Works with assigned Wealth Management partners and/or clients to deliver sophisticated financial, estate and tax planning advisory services for highest net worth and most influential clients in a manner that is consistent with the Wealth Planning Specialists processes. Serves as an expert resource for Wealth Management partners on client planning strategies directed to high net worth individuals. Assists wealth management partners with the delivery of seminar presentations to clients regarding financial, estate and tax planning strategies. Assists with the writing or editing of tax or planning articles for various publications. Assists in training of Wealth Management, Trust Company and other segments of the company on sophisticated planning topics and on client relationship development plans that are focused on asset retention and account growth. Conducts financial, estate and income tax analysis, assessment and presentations to high net worth clients and to other internal Wealth Management/Trust areas. Understands a client’s financial situation and personal circumstances, while providing thoughtful, appropriate advice for the client’s situation aimed at securing the client’s confidence and financial services business. Understands features and benefits of products and investment strategies. Stays current on existing and changing regulations and legislative rulings governing product offerings and legal and tax implications of investment decisions and strategies.

Qualification and Experience

QUALIFICATIONS: Law Degree with an emphasis on tax planning, and 3+ years of experience in providing estate or financial planning services (preferably with significant high net worth client experiences). Prior experience in high net worth relationship management is beneficial. Requires advanced capabilities for analyzing and communicating complicated financial and tax concepts in a manner a client can understand and appreciate. Excellent public speaking, interpersonal and writing skills required. Extremely high importance placed on this individual’s ability to quickly gain the trust and confidence of our clients as a “first-call” resource for estate and financial planning matters. Proficiency in use of appropriate research and planning tools. Experience with spreadsheets (Excel), flowchart generation (through PowerPoint or otherwise), and income/estate tax preparation will be beneficial. Must be able to work in a fast paced professional environment and to adapt quickly to rapid changes in technology and procedures; periodic travel required for client meetings, training and speaking engagements. Must comply with all regulatory requirements and remain in good standing with regulatory agencies, the bar associations and/or professional boards.

Additional info

Ref - 1704061

Company info