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Wealth Management Senior Fiduciary Advisory Specialist The candidate serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge and client acquisition skills. Acquires new high net worth client (HNW) and ultra-high net worth relationships through consistent profiling on the 12 WM Issues and needs assessment. Conversant in all aspects of Specialized Wealth Services (SWS); may specialize in some areas. Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. Engages in WM conversations, applies tax and transition strategies, introducing Wealth Planning Strategists for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions, enabling clients to leverage and protect the value of their estates. Applies in depth knowledge of each of the 12 WM Issues, and needs assessment to evolve the advice cycle. Focuses on clients with a minimum net worth of $5MM or as determined by mgmt. Introduces Wealth Planning Strategists for wealth plans above $5MM. May act as team lead and/or manager collaborates with Center Administration team on compliance issues. Developing new and expanding current WM relationships is a key function. Should have 10+ years of financial planning experience, estate planning experience, or a combination of both; in wealth management. A Masters of Business Administration (MBA) or Juris Doctor (JD) degree is a plus. An active certified financial planner (tm) certification is preferred. An active Certified Public Accountant (CPA) designation is a plus. Certified Trust and Financial Advisor (CTFA) is preferred. Experience in wealth management with net worth clients of 5+ million dollars is preferred. Excellent verbal, written, and interpersonal communication skills is preferred. Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation is a plus. Solid knowledge and understanding of fiduciary law and federal regulations is preferred. Close Date: 06/01/2018.
Job ID: 5404728
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