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Wealth Planner The candidate provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning. Uses sophisticated planning software and other resources. Develops and collaborates with each client a specific plan tailored with suggested solutions designed to meet the client's goals and objectives. Develops and presents seminars on planning topics for clients, potential clients, and professionals.Facilitates planning with the client's other professional advisors. Identifies new clients and referral sources. Must have CPA designation or JD degree. should have 10+ years of recent consulting, accounting, or legal experience with a major law or accounting firm structuring complex estate and financial planning transactions for clients with a net worth exceeding $10 million and directly advising clients on the same. Ability to independently analyze, structure, and review financial planning documents is preferred. Ability to independently address and provide solutions to administrative and tax issues in managing assets subject to such techniques is desired. Should have basic knowledge of forming and operating entities typically used for estate planning purposes, including to Limited Liability Partnerships, Limited Liability Corporations, C & S Corporations Ability to analyze and provide solutions relative to stock options is preferred.
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