Regional Wealth Strategist Private Client

Min 15 yrs required

Full-time

No

Previous experience in the financial services industry Previous experience in a client facing role Salary Information Salary for this position is competitive and commensurate with experience. Summary Company is looking for a Regional Wealth Strategist to join the Private Client team in Charlotte, NC. This full-time position will be responsible for working with existing FORVIS advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients. The ideal candidate will have 15+ years of professional client-facing experience, knowledge of fiduciary capabilities and services, and the ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Salary for this position is competitive and commensurate with experience. Position Overview: • Job Title: Regional Wealth Strategist Private Client • Location: Charlotte, North Carolina • Working Time: Full Time • Salary Information: Competitive and commensurate with experience Responsibilities: • 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 • Act as an externally recognized FORVIS thought leader • Evaluate client’s net worth and existing planning vehicles • Develop, consult on, and implement the tax, estate, and legacy plans for clients • Consult with clients and their attorneys on the benefits of estate planning • Collaborate with other planning resources on specific subject matters • Conduct and review research, as appropriate • Maintain current in-depth knowledge of a full range of trust-oriented services • Maintain periodic contact with clients • Deepen existing relationships by working with integrated PC teams • Retain, expand, and deepen existing relationships • Identify solutions and FORVIS services as sales opportunities • Develop new client relationships through networking • Assess and effectively manage all the risks associated with business objectives Qualifications: • Bachelor’s degree in a related field • 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 working in law, tax services and consulting, financial services, wealth management, or financial planning (preferred) • Previous experience in the financial services industry (preferred) • Previous experience in a client facing role (preferred) Company is seeking a Regional Wealth Strategist to join the Private Client team in Charlotte, NC. This individual must have 15+ years of professional client-facing experience, knowledge of fiduciary capabilities and services, and the ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. The Regional Wealth Strategist 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, and acting as an externally recognized FORVIS thought leader. They will also evaluate client’s net worth and existing planning vehicles, develop, consult on, and implement the tax, estate, and legacy plans for clients, and collaborate with other planning resources on specific subject matters. This position offers a competitive salary commensurate with experience.

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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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