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Years of Experience
Date Last Verified
Senior Wealth Planning Strategist Duties: Plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects, and also assists with overall client discovery. Works alongside the relationship manager to assess goals, objectives, and current situation of clients and prospects through a discovery process to determine the most appropriate planning offering. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. Utilizes Wealth Planners/Senior Wealth Planners to support creation and delivery of client analyses and necessary research. Collaborates with the Senior Director of Planning, the Regional Wealth Planning Manager, and the rest of the Regional Planning team to promote Wealth Planning both internally and externally. Provides support as a subject-matter expert for a specific specialty or type of service. Monitors and tracks client revenues related to wealth planning work to ensure sales opportunities are maximized. Spends majority of time working with teams to build out client relationships while relying on Wealth Planners/Senior Wealth Planners to produce any planning analysis. Works to support regional/office specific business initiatives. Required to review documents such as Wills, Trusts, corporate governing documents, and others. Adheres to all planning protocols and procedures. Reports to a Regional Director with dual reporting to the Senior Director of Planning.
Qualification and Experience
Qualifications: 8+ years of experience in one or a combination of the following: tax, financial, or wealth planning. Other Desired Qualifications: 10 years comprehensive financial planning experience with HNW clients. 10+ years of estate planning experience with HNW clients. Advance degree and/or professional designations such as CFP, JD Degree, CPA or Masters in Taxation. Experience with financial planning software. COIs and local market knowledge. Deep experience with clients in the $20+ million Net Worth segment.
Job ID: 5414315
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