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Years of Experience
Date Last Verified
Wealth Management - Private Bank - Wealth Advisor -Vice President/Executive Director The candidate as part of our team of specialists, the Wealth Advisor, through a comprehensive understanding of clientsâ€™ wealth and objectives, helps ensure that their estate, income, tax, philanthropic, and other planning needs are identified and met. The Wealth Advisor: Serves as an advisor to clients on personal planning matters; Identifies opportunities for the bank to serve in a current or future fiduciary capacity; Serves as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning; Helps bankers and other team members in their new business efforts; Personally cultivates relationships with professional advisors (PAs), principally attorneys and accountants, and coordinates the teamâ€™s strategy with respect to PA outreach; As a marketer, delivers in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), writes and reviews articles for internal and external publication, and is interviewed for articles in trade and general publications, and other media; Supports coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers; Provide training, coaching, and guidance to junior staff.
Qualification and Experience
The candidate should have Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals. Should have 5 years complex estate and wealth planning experience. Must have recognized expertise in managing the estate planning needs of high-net-worth individuals. Professional designations required: J.D., New York or New Jersey Bar Admission. CPA is a plus. Must have strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations. Should have strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations. Must have ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement. Should have ability to partner with clientsâ€™ other advisors (principally their attorneys and accountants).
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