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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
10-15 yrs required
Wealth Strategist The candidate serves to be responsible for the development of a wealth planning strategy, ensuring the alignment of the client’s financial goals and all of their assets. Develops, consults on, and implements financial plans for HNW/UHNW clients with complex planning needs. Conducts meetings, evaluates and recommends financial solutions to address client needs and long term goals. Participates in new business opportunities and prospect calls to represent Wealth Planning services and capabilities. Collaborates with Business Development Officers and Client Advisors in support of client. Partners with vendor partners and/or other internal resources in solution development and implementation. Participates in the development of new Wealth Planning offerings, and client events. Represents firm to external audiences with respect to Wealth Planning services. Keeps current with regulatory changes that impact the clients, and provides interpretation and support to Client Advisors.
Qualification and Experience
The candidate should have a Bachelor’s degree from accredited college or university. A Graduate work including JD degree or similar strongly preferred. Additional educational certifications such as CFP, CTFA strongly preferred. Should have 10-15 years of experience working directly with clients on trust and personal financial planning matters. Deep understanding of complex investments, tax, generational trust and estate planning needed.
Requisition Number 16-0115
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