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Date Last Verified
Years of Experience
ProfileWealth Planner Duties: Focuses on enhancing overall Wealth Planning practice by sharing best practices and technical information; researching; aiding the development of marketing materials, and writing technical pieces for internal and external distribution. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities. Works closely as part of a private banking team to bring customized planning solutions to clients and prospects.
Qualification and Experience
Qualifications: JD Degree required. 8+ years of trust and estate industry experience required. Strong knowledge and proven technical proficiency in the investment, legal, and tax issues relative to trust and estate field. Proven strong communication skills to interact effectively with current and potential clients and their advisors. Proven presentation skills. Self-starter with creative problem solving skills. Strong ability to market and close CT new business opportunities. Demonstrates technical expertise and ability to provide guidance on wealth planning matters, including: Estate, gift and income tax planning, Transition event planning, Business succession issues, Charitable planning and vehicles, and Insurance planning.
One Court Square
New York City, NY 11120