Regional Wealth Strategist Private Client

Min 15 yrs required

Full-time

No

Salary Information The salary for the Regional Wealth Strategist Private Client position is competitive and commensurate with experience. ## Regional Wealth Strategist Private Client **Overview** The Regional Wealth Strategist Private Client is a full-time position based in Charlotte, North Carolina. The successful candidate will work in conjunction with existing FORVIS advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients. The Regional Wealth Strategist Private Client must have analytical and business development skills to relate individual client asset situations to specific capabilities and services, as well as interactive skills to comprehend prospects’ needs and respond with the appropriate solutions. **Responsibilities** - Work in conjunction with existing FORVIS advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients - Serve as the point of contact to advise on other gift and estate issues and could interact with others throughout the firm as needed - Be an externally recognized FORVIS thought leader in the PC area and ideally would present at high-level, impact conferences, produce written materials, etc. - Evaluate clients’ net worth and existing planning vehicles and develop ideas and alternatives (. creation of trusts, asset protection strategies, etc.) - Develop, consult on, and implement the tax, estate, and legacy plans for clients, including those of the greatest complexity in coordination with existing PC personnel - Consult with clients and their attorneys on the benefits of estate planning and identifying appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes - Collaborate with other planning resources on specific subject matters and partners in the acquisition of new clients - Conduct and review research, as appropriate, and develop tax, estate, and other analyses and plans. Make generally accepted recommendations to the team and clients. - Provide direction to and oversee PC personnel in the development of work product - Maintain current in-depth knowledge of a full range of trust-oriented services (., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning) - Maintain periodic contact with clients in coordination with the relationship partner - Deepen existing relationships by working with integrated PC teams - Retain, expand, and deepen existing relationships in collaboration with relationship partners - Identify solutions and FORVIS services as sales opportunities to enhance existing client relationships - Develop new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations - Assess and effectively manage all the risks associated with their business objectives and activities to ensure they adhere to and support FORVIS’ Enterprise Risk - Have knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations **Qualifications** - Bachelor’s degree in a related field - Minimum of 15+ years of professional client-facing experience - Knowledge of fiduciary capabilities and services (., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation - Proficiency in Microsoft Office Suite - JD, LLM, CTFA, or CPA license (preferred) - Previous experience working in, law, tax services and consulting, financial services, wealth management, or financial planning (preferred) **Salary** The salary for the Regional Wealth Strategist Private Client position is competitive and commensurate with experience. ## Summary FORVIS is looking for a Regional Wealth Strategist Private Client to join their team in Charlotte, North Carolina. The successful candidate will be responsible for developing, recommending and implementing tax and estate plans for clients, acting as the point of contact to advise on other gift and estate issues, and collaborating with other planning resources. The ideal candidate should possess a Bachelor’s degree in a related field, have 15+ years of professional client-facing experience, and have knowledge of fiduciary capabilities and services, including fee structures and documentation. Additional preferred qualifications include a JD, LLM, CTFA, or CPA license, and previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning. The salary for the Regional Wealth Strategist Private Client position is competitive and commensurate with experience.

Not Available

Analytical and Business Development Skills, Interactive Skills, Highly Organized, Proactive, Energetic, Enthusiastic Demeanor, Dedication to Unmatched Client Service, Effective Communication Concepts, Tools and Techniques, Attention to Detail, Ability to Multi-Task, Ability to Effectively Resolve Issues and Conflicts, Microsoft Office Suite, Knowledge of Tax Laws and Regulations, Knowledge of Trust/Fiduciary Industry.

Bachelor’s degree in a related field

regional wealth strategist private client general information name regional wealth strategist private client ref # 2228452 date published thursday, july 27, 2023 city charlotte state north carolina country united states job category tax office charlotte nc advertised location us-nc-charlotte, us-nc-greenville, us-nc-high point, us-nc-raleigh, us-nc-winston salem working time full time description & requirements how you will contribute: you will work in conjunction with existing forvis advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients you will also serve as the point of contact to advise on other gift and estate issues and could interact with others throughout the firm as needed be an externally recognized forvis thought leader in the pc area and ideally would present at high-level, impact conferences, produce written materials, etc. , personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning) maintaining periodic contact with clients in coordination with the relationship partner deepening existing relationships by working with integrated pc teams retaining, expanding, and deepening existing relationships in collaboration with relationship partners identifying solutions and forvis services as sales opportunities to enhance existing client relationships developing new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support forvis’ enterprise risk having knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations ? we are looking for people who have forward vision and: analytical and business development skills to relate individual client asset situations to specific capabilities and services interactive skills to comprehend prospects’ needs and respond with the appropriate solutions a highly organized, proactive, energetic, and enthusiastic demeanor a dedication to unmatched client service understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors

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