Regional Wealth Strategist Private Client

Min 15 yrs required

Full-time

No

Salary: The salary for the Regional Wealth Strategist Private Client position is competitive and commensurate with experience. Summary FORVIS is hiring a Regional Wealth Strategist Private Client to join their team in Charlotte, North Carolina. The Regional Wealth Strategist Private Client will work in conjunction with existing FORVIS advisors and external advisors to develop, recommend, and implement complex tax and estate plans for clients. The successful candidate must possess a Bachelor’s degree in a related field, a minimum of 15+ years of professional client-facing experience, and knowledge of fiduciary capabilities and services. Preferred qualifications include a JD, LLM, CTFA, or CPA license, as well as previous experience 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. Job Description The Regional Wealth Strategist Private Client will be responsible for: • Developing, recommending, and implementing complex tax and estate plans for clients • Serving as the point of contact to advise on other gift and estate issues • Interacting with others throughout the firm as needed • Evaluating clients' net worth and existing planning vehicles • Developing ideas and alternatives • Consulting with clients and their attorneys • Collaborating with other planning resources • Conducting and reviewing research • Developing tax, estate, and other analyses and plans • Maintaining current in-depth knowledge of a full range of trust-oriented services • Consulting on the benefits of estate planning • Making generally accepted recommendations to the team and clients • Providing direction to and overseeing PC personnel • Retaining, expanding, and deepening existing relationships • Identifying solutions and FORVIS services • Developing new client relationships • Assessing and effectively managing all the risks associated with their business objectives and activities • Having knowledge, insight, and knowledge of business concepts, tools, and processes Qualifications • Bachelor’s degree in a related field • Minimum of 15+ years of professional client-facing experience • Knowledge of fiduciary capabilities and services • Proficiency in Microsoft Office Suite • JD, LLM, CTFA, or CPA license (preferred) • Previous experience 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.

Analytical and Business Development, Interactive Skills, Highly Organized, Proactive, Energetic, Dedication to Client Service, Communication, Multi-Tasking, Conflict Resolution

Bachelor's Degree

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

Qualification and Experience Bachelor's Degree, 15+ years of Professional Client-Facing Experience, Knowledge of Fiduciary Capabilities and Services, Proficiency in Microsoft Office Suite

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