Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
ProfileWealth Strategist - Wealth Management Duties: Works with Senior Wealth Strategists and the Wealth Management Segments including Wealth Directors, Wealth Managers and other internal specialists in their work with clients and prospects, as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Wealth Transfer strategies and, Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, and technical expertise on IRA Accounts and related Retirement Planning strategies. Supporting Senior Wealth Strategists on our larger clients and prospects, $20MM and up total net worth or minimum opportunity size of $10mm, and as a primary strategist for the under $20mm. Incumbent will also be responsible for communicating updates to and educating the Wealth Management Segments on pertinent estate planning and tax changes and trends. May be called upon to represent the organization externally, speaking at client, COI and professional seminars.
Qualification and Experience
Qualifications: Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD Degree. 3-5 years progressive business experience at a law firm or in the financial services or related industry. Ability to communicate effectively with HNW clients, strong presentation and relationship management skills.