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Wealth Strategies Analyst The candidate supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of presentations to facilitate securing current and future business and to build credibility in the local market place. Reviews communication materials for updates on product and service offerings, policy and procedure changes, as well as personnel and risk management updates. An Analyst in Wealth Planning Solutions, working in conjunction with a Strategist or Associate Wealth Strategist, gathers client data (e.g., estate planning instruments, assets, liabilities, income and expenses) and produces targeted, specific analyses based on that data. Gather financial data from a variety of sources (client, PCAs, PCMs, PMs, etc.). Review, analyze and flowchart estate planning instruments. Prepare and analyze balance sheets, financial projections and transfer tax illustrations. Create initial draft of client letter. Research basic issues related to estate and financial planning including: effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues. Prepare quality control checklists. Participate in internal and external client meetings. Administrative duties as needed. Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling. Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.
Qualification and Experience
The candidate should have BA/BS in Finance, Accounting or other business related major. Various WPS stochastic models. WealthMaster is preferred. In addition to the above, CFP designation or JD degree is helpful. Must have familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs). Should have 2+ years of training and/or experience with trust and estate planning. Strong knowledge of financial markets is needed. Should have strong analytical skills. Must be extremely strong MS Excel (Graphs, Charts, Pivots, etc.) and PowerPoint experience.
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