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Years of Experience
Date Last Verified
WM Senior Fiduciary Advisory Specialist Primary contact for coordination for Investment & Fiduciary Services; 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 & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), & 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. Includes: Adhering to the Tactical Sales Process, Client Discovery Review (CDR), profiling, estate plan & wealth transfer document review & cash flow analysis, selecting appropriate strategies & taxation. Conversant in all aspects of Specialized Wealth Services (SWS); may specialize in some areas. May serve as Relationship Manager or partner with a Wealth Advisor (or other Relationship Manager) in serving HNW relationships. Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. Actively participates in the delivery of quality client events. Engages in WM conversations, applies tax & transition strategies, introducing Wealth Planning Strategists/ Planners for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions, enabling clients to leverage & 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 w/ 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 mgr. Collaborates w/ Center Administration team on compliance/risk issues. Developing new and expanding current WM relationships is a key function of the role.
Qualification and Experience
The candidate should have A Juris Doctor (JD) degree. Certified Trust and Financial Advisor (CTFA). Should have 10+ years of financial planning experience, estate planning experience, or a combination of both; in wealth management. Established network in the local market. Experience in wealth management with net worth clients of at least five million dollars. Excellent verbal, written, and interpersonal communication skills. Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation. Solid knowledge and understanding of fiduciary law and federal regulations. Strong presentation skills. Other Desired Qualifications: Proficient with financial planning software; proficient with cash flow modeling tools; proficient with mobile technology.
Job ID: 5422999
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