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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - General
Real Estate
Min 10 yrs required
Private Wealth Management Planner The candidate will provide company clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning. Uses sophisticated planning software and other resources. Develops and collaborates with each client a specific plan tailored with suggested solutions designed to meet the client's goals and objectives. Develops and presents seminars on planning topics for clients, potential clients, and professionals. Facilitates planning with the client's other professional advisors. Identifies new clients and referral sources.
Qualification and Experience
The candidate should have a JD degree or CPA designation. 10 or more years of recent consulting, accounting, or legal experience with a major law or accounting firm structuring complex estate and financial planning transactions for clients with a net worth exceeding $10 million and directly advising clients on the same is required. Ability to independently analyze, structure, and review financial planning documents. Ability to independently address and provide solutions to administrative and tax issues in managing assets subject to such techniques. Basic knowledge of forming and operating entities typically used for estate planning purposes, including, but not limited to Limited Liability Partnerships, Limited Liability Corporations, C & S Corporations. Ability to analyze and provide solutions relative to stock options. Strong problem-solving and analytical skills. Demonstrated leadership skills. Excellent interpersonal, verbal and written communication skills. Excellent presentation skills.
Position no- 180026728
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